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Rx for Success

According to the 2021 Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. There are a number of factors behind this escalating cost challenge. In general, people are living longer, and health care inflation continues to outpace …

Better with Bacon

It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of the food community.” – Jim Gaffigan Let’s face it: talking about bacon is always fun. It can even help illustrate a topic that has been in the financial media a lot lately — inflation. In 1991, …

Money Mantras

Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market has certainly seen …

Understanding Social Security Webinar

  Heartland Retirement Plan Services are offered through Dubuque Bank and Trust Company. The information provided herein is general in nature and is not intended to be nor should be construed as specific investment, legal or tax advice. The factual information has been obtained from sources believed to be reliable, but is not …

Nuts & Bolts of Your Investment Line-Up Webinar

The Nuts & Bolts of Your Investment Line-Up View Full Webinar Presentation When it comes to finances, you can’t fake it till you make it. Understanding the principles of investing, as well as how they work together, can help set you up for success to reach your financial goals, even if you’re just getting started. A workplace …