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414 Northwestern Ave., Ste 103 P.O. Box 323
Ames, IA 50010

Phone:

(515)-232-3042

Fax:

(515)-232-3046

E-mail:

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

-Darren C. Gauck*, CFP, ChFC

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will It Take to Pay my Balance?

How much can you afford to pay for a car?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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