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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

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Choosing a Mortgage

Choosing a Mortgage

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

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Tax Freedom Day

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

Estimate Your RMD

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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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.

Tax Management Strategies

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

Retirement Plan Distributions

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

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Your DNA Test

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

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?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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