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 […]
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 […]
As a retirement savings vehicle, almost everyone has at least one IRA. And the Roth IRA has become a very popular option when it comes to planning for your children’s future. Let’s take a closer look at how to use these products to the best advantage for college and adulthood planning for your kids. We’re […]
To be honest, we are not huge fans of the Coverdell ESA. Beyond limiting you to funding educational endeavors alone, there are some other pitfalls that people can fall into if they don’t understand the Coverdell rules. That said, it remains a popular instrument. It can be used not just for college expenses, but for […]
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. […]
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 […]
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 […]
You want to do all you can to launch your kids into adulthood with every advantage you can provide them. That’s only natural. There are numerous investment tools that we’re going to be exploring in the next several articles – but before you get to investing for their future, the most valuable tool you can […]
We are producing several articles right now that have to do with helping you and your kids save for their potential college education or for wherever life takes them after high school. One of the unique ways we have to do this is through a tool we refer to as Uncommon Banking. If you follow […]
There are lots of advisors out there holding luncheons, steak dinners and seminars trying to scare seniors into giving them their numbers, so they can provide a “Social Security report” or filing strategy.” This is a marketing ploy to get more clients. You are tantalized with the thought of missing out on hundreds of thousands […]