Scott Adams, AWMA - LPL Financial Advisor at Movement Wealth Partners

Scott Adams, AWMA - LPL Financial Advisor at Movement Wealth Partners Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
09/03/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

We're sorry but Movement Wealth Partners is experiencing a telephone outage. Our provider is working diligently to get ...
09/02/2026

We're sorry but Movement Wealth Partners is experiencing a telephone outage. Our provider is working diligently to get us back up and running as soon as possible; if you're in urgent need of something, please call Scott at 515-343-6194. Thank you for your understanding!!

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/02/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

“My home is my retirement plan” is a common myth. 🏡A home is an asset—but not a diversified portfolio. 📊Examples:• Taxes...
09/02/2026

“My home is my retirement plan” is a common myth. 🏡
A home is an asset—but not a diversified portfolio. 📊

Examples:
• Taxes/insurance/repairs can rise ⚠️
• Selling can take time + moving costs 📦
• Equity isn’t income unless you access it (options have trade-offs) ⚖️

Want to pressure-test your plan? Let’s talk. 🤝 515-644-7541

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
09/01/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/31/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Last day of August is a great moment to hit pause and check your money plan. ✅• Review spending ✔️• Revisit savings goal...
08/31/2026

Last day of August is a great moment to hit pause and check your money plan. ✅

• Review spending ✔️
• Revisit savings goals ✔️
• Confirm beneficiaries ✔️

Small check-ins can help prevent big surprises. Need an end-of-summer review? Message me. ☀️📅

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/28/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

In investing, time can be a powerful ally—and consistency often matters more than perfect timing. ⏳📈Regular contribution...
08/28/2026

In investing, time can be a powerful ally—and consistency often matters more than perfect timing. ⏳📈

Regular contributions, staying diversified, and sticking to a plan through ups ⬆️ and downs ⬇️ can help you stay focused on long-term goals.

Need a quick check-in on whether your strategy still fits your timeline? I’m here to help. 👨‍💼

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/27/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

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Urbandale, IA
50322

Telephone

+15156447541

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