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A Beginner's Guide to Investment Planning

May 5, 2023 3:45:00 PM / by Jason Shaw posted in Financial Planning, Investments

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The world of investment planning can often seem daunting to those just starting out. With so many options available and various aspects to consider, it's easy to feel overwhelmed. Fear not, as this beginner's guide will provide you with an essential roadmap to navigate the world of investment planning, helping you create a well-structured plan that will secure your financial future. By following these steps, you will be well on your way to becoming a savvy investor.

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Owning a Rental Property in Des Moines

Oct 29, 2021 10:15:00 AM / by Jason Shaw posted in Financial Planning, Investments, Property

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If you're thinking of investing in real estate in Des Moines, Iowa, owning a rental property can be a great option to generate passive income. However, it's not as simple as just buying a property and renting it out. To be a successful landlord in Des Moines, you need to be well-informed about the local real estate market, organized, and prepared to handle various challenges that may arise. In this guide, we'll share valuable advice to help you make your rental property business a success.

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Tips for Creating Financial Goals

Oct 7, 2021 11:06:24 AM / by Jason Shaw posted in Financial Planning, Investments

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Setting financial goals is an essential step toward achieving financial stability and security. Creating achievable financial goals requires deliberate planning, discipline, and a clear understanding of your financial situation. This article provides tips on how to set financial goals that are realistic, achievable, and sustainable.

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Now Is a Great Time to Meet with Your Advisor

Oct 6, 2020 2:15:00 PM / by Jason Shaw posted in Financial Planning, Investments

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The COVID-19 pandemic has created financial stress for millions of Americans. In April 2020, a Harris Poll survey on behalf of Nationwide asked more than 2,000 adults in the U.S. about their COVID-related concerns. Overall, respondents’ top worries were being unable to pay their bills (45%), losing their life savings (33%), and losing employment (30%). Even those who enjoy more financial security are facing uncertainty. Among respondents with investable assets of more than $100,000, the top concerns were losing their life savings (41%) and inability to pay the bills (34%), afford healthcare (28%), or retire as planned (28%).

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7 Ways to Stay on Track with Your Retirement Plan

Sep 30, 2020 3:00:00 PM / by Jason Shaw posted in Financial Planning, Investments

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The COVID-19 pandemic has upended a lot of people’s financial plans. Losses in business revenue, stock value, and employment create a variety of bumps in the road to retirement. The steps you should take to protect your future depend on the assets you have available, how close you are to your target retirement age, and the current condition of your investment portfolio. Take a look at these seven ways you can take action to stay on track with your retirement plan.

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Steps You Can Take During a Turbulent Stock Market

Sep 28, 2020 1:45:00 PM / by Jason Shaw posted in Financial Planning, Investments

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When the stock market becomes turbulent, investors want to do something to protect themselves. The impulse to react is a natural human response when you perceive a threat, whether that threat is a charging grizzly bear or a crashing bear market. The key is to keep a cool head and make rational decisions about how to respond. In either situation, running in panic can increase your danger.

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Don't Panic About Your Investments

Sep 24, 2020 2:30:00 PM / by Jason Shaw posted in Financial Planning, Investments

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When you invest, it’s important to have a vision of your long-term goals, develop a strategy to meet those goals and stick to it. For many of us, that becomes especially challenging during times of economic downturn. It can be gut-wrenching to watch the value of your holdings take a dive, but panicking and selling could leave you in a much worse position than riding out the storm.

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Iowa College Savings: How to Save for Education Expenses

Mar 27, 2013 3:11:36 PM / by Jason Shaw posted in Financial Planning, Investments

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As a parent, you want the best for your child, and providing a quality education is one of the best gifts you can give them. However, the cost of higher education continues to rise, making it crucial to start planning and saving as early as possible. The college savings specialists at Boelman Shaw Tax & Financial Planning in Des Moines can help you navigate the complex world of education planning and find the best strategies to fit your family's needs.

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