Brett Samuels at Prudential

A few fast 529 plan facts for 5/29...

You can deduct up $6,100 from your Iowa taxes for 2026 contributions - per parent for each child

Qualified withdrawals are tax free and include: tuition, books, room/board, computer, vocational school, apprenticeships, and more

Unused funds can be rolled into a Roth IRA or transferred to another beneficiary

Can be started with as little as $25

Don't forget to stop by and visit during the Family Fundraiser next Saturday, June 6 from 10:00 - noon at First Baptist Church on Mulberry!

Huge thanks to JP Morgan for hosting us last week in Tempe! I'm not quite ready for 110 temps, even if it is a "dry heat", and haven't been that thankful for A/C in awhile.

I wanted to brag on my daughter for a minute and congratulate her on earning her Master's Degree in Nursing! The advisor in me wants to brag on her for completing her education without a single student loan!

Not much more to add other than Thank You

https://youtu.be/Jkvjx9CCdRo?si=Nf6Vn8EzGqCz7L3M

Happy Mother's Day! Came across this from Dr. David Jeremiah and thought it was fitting:

She was the twenty-fifth child in the English family of a religious dissenter; she had little education and lived in a male-dominated age; she married an older man and bore him nineteen children, nine of whom died. Her house burned down, her barn fell down, her health failed, and her pastor husband was either poor, jailed, or sick much of the time. But Susanna Wesley raised two sons named John and Charles who changed the world. She was a follower of Christ who raised her children to love and honor God.

A young Jewish woman named Mary didn't consider anything more meaningful than being the mother of the Son God. From the beginning, she knew she was irreplaceable in the life of her child, and her sacrificial love remained strong to the end as she watched Him die for her and the world's sins. Jesus' efforts to care for Mary indicate just how much she meant to Him (John 19:27). It is the heart of mothers to sacrifice, and the need of mothers to be remembered. Surprise your mother this week with an unexpected token of love.

Motherhood is best defined by children who treasure their mother's love.

When Jesus therefore saw His mother... He said to His mother, "Woman, behold your son!" John 19:26

High school is wrapping up this month for graduates all across the state. If your young one has some time to grow, so does his college fund! Get started planning with the college cost calculator:
https://www.calculator.net/college-cost-calculator.html

Are you one of the 60 million households that have an IRA? Do you have questions about RMDs, QCDs, TODs, and the other acronyms out there? Here is a chance to learn about IRAs from the privacy of your own home, for free! 💰💰💰

April is Financial Literacy Month! What is one piece of financial advice you would share with your younger self?

Had 45 mins to kill so I stopped by The Coffee Revolution I figured I would get a good cup of coffee but little did I know about their fine art collection. I never knew how much I needed a spear-wielding, cape wearing bear in my life until yesterday morning! 🐻 ☕️