Strategic Asset Management - Planning With Purpose

11/02/2026

If you have or know someone with an IRA that still needs to satisfy their Required Minimum Distribution for the year, the clock is ticking. If you don't need your RMD for income, consider a Qualified Charitable Distribution, you can satisfy your RMD, avoid paying the income tax, and help a deserving charity. Click here to learn more

Required Minimum distributions (RMD's), the good and the sometimes not ideal. The good being you've saved for retirement and lived long enough to hopefully enjoy the money you put away during your working years. The not...

09/30/2026

For other families navigating life with special needs family members, check out my latest blog describing ABLE accounts. Great way to save and provide funds that when properly used won't mess up Social Security or Medicaid benefits. Click the link to read more.

Planning for retirement can be tricky enough, planning for a loved one with special needs future is extra tricky. Income and asset limits could restrict or even negate Social Security or Medicaid benefits. With strict in...

08/26/2026

Concerned about the future of Social Security? Watch this great video exploring the future of the program. As always, please contact me with any questions.

Social Security 2032 explained: what the trust fund depletion date ...

08/10/2026

Huge thank you to the Greater Mason City Chamber of Commerce and Chamber Ambassadors for making this happen. Very grateful to be part of such a supportive community!

✂ Ribbon Cutting ✂

Last week, we celebrated with Strategic Asset Management - Planning With Purpose as they joined the Chamber! Strategic Asset Management helps individuals achieve their financial goals through personalized financial planning.

Follow them on social media, stop by their office at 103 E. State St., Suite 410, Mason City, IA (located in the Brick and Tile Building), or give them a call at 888-526-8755!

06/23/2026

Planning doesn't have to be complicated. Reach out today and lets get started

The Weight of Not Knowing: Why Financial Clarity Starts with Relief

05/14/2026

Financial planning involves more than just investing. How do you know your current investments are fitted to your needs? Start with the end in mind and build a plan that’s purposeful.

04/20/2026

How much are you paying your financial advisor? Do you have an asset manager or someone looking at the big picture? Click to see the article and corresponding video to learn more about how advisors are compensated. Drop me a line if you'd like a second opinion at no charge.

Financial advisor costs are about 1% per year, or $2,500-$9,200 for an annual retainer. Hourly rates run $200-$400, and one-time plans often are close to $3,000.