7001 Westown Parkway
Suite 240
West Des Moines, IA 50266

Mike Hartwig

(515) 971-5786

 

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

 

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

How to manage your retirement income concerns

Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Why your expenses may increase in retirement

People often think their expenses will decline in retirement. But that may not be the case.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

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Rightsizing for Retirement

What does your home really cost?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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