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Updates & Resources
Confidently Funded Podcast
Planning a summer vacation? You don’t have to choose between making memories and staying on budget.
Amber and Kerry share practical strategies for enjoying your vacation without bringing home unwanted debt. From creating a realistic travel budget and building a vacation fund to avoiding common spending traps and making the most of points and rewards, they offer tips to help you travel with confidence.
To Convert or Not to Convert- is a ROTH IRA conversion right for you?
Roth conversion, Roth IRA strategy, retirement tax planning—should you convert your IRA or not? In this episode of Confidently Funded, we break down everything you need to know about Roth conversions, including when they make sense, when they don’t, and how they can impact your long-term financial plan.
Brewing a Simple Wealth Plan from Your Morning Coffee
What if your finances felt as satisfying as that first perfect sip of coffee? In this episode of Confidently Funded, hosts Kerry and Amber—your neighbors in finance here in Eastern Iowa—use a coffeehouse analogy to break down the basics of building a smart, simple wealth plan.
Weekly Market Commentary
Market Commentary | October 12th, 2026
The economic data last week continued to point to a resilient U.S. economy, although the latest readings showed some moderation in service-sector activity alongside continued price pressures.
Market Commentary | October 5th, 2026
Inflation came in below expectations and Q2 U.S. gross domestic product (GDP) growth exceeded forecasts, while labor data pointed to slower hiring. Together, the releases showed continued economic expansion alongside moderating labor demand and inflation above the Federal Reserve’s target.
Market Commentary | September 28th, 2026
Business sentiment surged to multiyear highs while labor market data continued to improve. However, several hard economic indicators have yet to fully confirm the growing optimism, creating an increasingly important question for investors heading into the fourth quarter.
News & Resources
The Parent Match
Want to help your young adult build strong saving habits? Consider a “Parent Match”—where a parent, grandparent, or family member matches what they save each month, similar to an employer 401(k) match.
The Top 10 Reasons People Roll Over Their Plans to IRAs
According to LIMRA study, the total amount of IRA rollover activity is projected to be $855 Billion 2026 and could reach $1.15 Trillion by 2030. Why are so many retirees and pre-retirees choosing to roll over their plans to IRAs?