College and Adulthood Planning – Business

Ok, it’s soapbox time. We’re going to get into yet another area where our Uncommon approach varies from the conventional wisdom out there. You are probably familiar with the line of thinking that you should take more risks when you are younger because you can afford to lose money and rebuild. You have time. But […]

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College and Adulthood Planning – Scholarships & Grants

In our previous post, we talked about the value of work. We stand by that, but, of course, we also have an uncommon twist to this idea – what if your college-bound child treated applying for scholarships and grants like a job? It may sound a little bit far-fetched, but it’s not. If a high […]

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College and Adulthood Planning – Work

You have started saving—or maybe you haven’t—for your kid’s future. The idea of saving enough for education or whatever next step your children choose beyond high school is a big source of anxiety for many people. The good news is that your kids can definitely help with this financial equation. One way they can help […]

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August’s uncommon clients – Gabe & Marisol Molstre

Gabe and Marisol Molstre live in Altoona with their three children. Gabe’s full-time job is Sales Manager for Robert Half, and Marisol works for Iowa State University Extension. Gabe’s first job after college was as a loan officer for Wells Fargo. As a 23-year-old, he was pulling people’s credit, evaluating their financial situation, assessing assets […]

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College and Adulthood Planning – Mentorship & Coaching

As parents, most of us have kids that participate in extra-curricular activities whether its soccer, band, gymnastics, drama or anything in between. In all of those activities our kids have a coach; someone who is teaching them and guiding them toward mastery of that activity. But something is missing from this picture of teaching and […]

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College and Adult Planning – UGMA/UTMA

What if you could teach your kids about investing with a real-life, real-time investment instrument? That’s what Uniform Gift to Minors Act (UGMA) and Uniform Transfer to Minors Act (UTMA) accounts are. As you can imagine, we love to educate our kids about money. So, for that reason, we find UGMA and UTMA accounts fascinating. […]

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July’s uncommon clients — Josh & Kristin Dunwoody

We are so grateful to be able to work with so many uncommon people. That was why we started the podcast and why we love to highlight people at our holiday party by handing out our Uncommon Life Seals. 

We’d like to start introducing you to some of them.  Please meet Josh Dunwoody. Josh and his wife Kristin […]

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College Planning – 529s

If you are planning on sending your children to college, you have probably heard of 529 plans. Named for Section 529 of the Federal Tax Code, a 529 plan is a college savings account that’s exempt from federal taxes. They have become wildly popular. While they can only be used to fund higher education, there […]

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