Stay Up to Date –
Updates & Resources
Confidently Funded Podcast
Retirement Readiness and Revocable Trusts
Are you financially ready for retirement? Knowing how much you’ll need isn’t always as simple as choosing one magic number.
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 | November 2nd, 2026
This week’s economic data painted a mixed picture of the U.S. economy, with housing and consumer confidence showing signs of resilience, while spending and manufacturing data were more subdued. Inflation remained elevated, keeping monetary policy at the center of investor attention.
Market Commentary | October 26th, 2026
Last week’s economic data generally pointed to a resilient economy entering the fourth quarter. Business activity and labor market conditions remained supportive of growth, although housing activity remained weak and persistent price pressures continued to be a concern.
Market Commentary | October 19th, 2026
U.S. inflation accelerated in September, reflecting higher energy prices and persistent underlying price pressures.
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?