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Join us in wishing Monica a Happy Retirement! Monica's dedication to our team and clients is unmatched and she will be missed by all. We wish her all the best in her next chapter! Monica will be in our office through December 27, 2024.
Join us in wishing Monica a Happy Retirement! Monica's dedication to our team and clients is unmatched and she will be missed by all. We wish her all the best in her next chapter! Monica will be in our office through December 27, 2024.
Join us in wishing Megan a very happy birthday!
Join us in wishing Megan a very happy birthday!
"For we live by faith, not by sight." - 2 Corinthians 5:7
"For we live by faith, not by sight." - 2 Corinthians 5:7
You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family! ❄️ Bake cookies at home ❄️ Holiday movie night ❄️ Decorate gingerbread houses
You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family! ❄️ Bake cookies at home ❄️ Holiday movie night ❄️ Decorate gingerbread houses
Today is the day - we hope to see you in our Story City office!
Today is the day - we hope to see you in our Story City office!
Today is the day - we will see soon at our Iowa Falls office!
Today is the day - we will see soon at our Iowa Falls office!
Today is the day - we hope to see you in our Waverly office!
Today is the day - we hope to see you in our Waverly office!
Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP
Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP
✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.
✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.