Peoples Financial Planning

Peoples Financial Planning We are a financial services firm where we offer financial and estate planning services with the highest level of integrity, trust, and personalized service.

Securities and advisory services offered through Commonwealth Financial Network,
Member
www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. The financial advisor(s) associated with this profile may only discuss or transact business
with residents of states in which they are properly registered. Please check FINRA’s Broker
Check for a list of current registrations. No offers may be made or

accepted from any
resident outside these states due to various state requirements and registration
requirements regarding investment products and services. www.commonwealth.com/termsofuse.html

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower...
07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the Standard & Poor’s 500 Index rose 3.92 percent, and the Nasdaq ...

Periodic withdrawals in retirement may not be such a good idea.
07/05/2024

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Compound interest can dramatically impact the future growth of your assets. Learn more.
07/03/2024

Compound interest can dramatically impact the future growth of your assets. Learn more.

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

Are dividends a key component when evaluating investment opportunities? Learn more.
07/01/2024

Are dividends a key component when evaluating investment opportunities? Learn more.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Is your household's inflation rate higher than the national average?
06/28/2024

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
06/26/2024

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Are you worried about outliving your retirement savings? You are not alone.
06/24/2024

Are you worried about outliving your retirement savings? You are not alone.

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

Facing divorce? Don't overlook changes to your insurance coverage.
06/21/2024

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

FDIC insurance was designed to protect your deposited funds, but do you know how?
06/19/2024

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Are you ready for school—again?
06/17/2024

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
06/14/2024

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

Address

205 West Penn Street
North Liberty, IA
52317

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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