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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 Rightsizing for Retirement Raise Your Retirement Income

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

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

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

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Exit Strategies of the Rich and Famous

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

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

A Fruitful Retirement: Social Security Benefit

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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