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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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College and Adulthood Planning – Budgeting

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 […]

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College and Adult Planning – Uncommon Banking for Kids

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 […]

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Two words you have never heard when it comes to Social Security

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 […]

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