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Weissenburger Investments and Financial Planning

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

Social Security: By the Numbers Where Is the Market Headed? A Bucket Plan to Go with Your Bucket List The Real Cost of a Vacation Home

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

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Variable Universal Life Insurance

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

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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