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Weissenburger Investments and Financial Planning

 
16400 Sheridan Avenue
Clive, Iowa 50325
515-978-2082  
888-978-2082  
  
 

The Real Cost of a Vacation Home Events on Wall Street Are Alternative Investments Right for You?

Our Commitment

Our advisors work to build trust through quality advice. We are committed to doing the very best for our clients and providing you with the information needed to feel confident within your financial future. In a quickly changing world, isn't it nice to know the commitment to personal attention and service we provide will remain the same? As your Financial Professionals, we will do everything to help get you on track to reach your financial vision for the future through listening to your goals, beliefs, and comfort level.

Our firm was founded with the goal of personal attention that assures our clients receive a very comprehensive and thorough examination of financial goals and objectives. We offer a unique and personal approach in helping individuals plan and meet their financial goals. Through education and understanding of decisions affecting your portfolio, you will develop a partnership with your personal financial advisor. Together, we can do a better job of planning your long-term financial success.

Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Choices for Your 401(k) at a Former Employer

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

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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