Financial Decisions Group Oelwein

06/01/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

05/29/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

05/27/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

05/25/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

05/22/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

05/20/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

05/18/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

05/15/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

05/13/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Quarterly Market Insights | April 2026 U.S. and Canadian Markets Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors. The Dow Jones Industrial Average lost 3.58 percent while the Standard &...