Financial Planning Clinton IA

Here are a few thoughts on dealing with job loss in Clinton in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Mr. David M. Nelson, CFP®
(563) 242-9042
880 13th Ave N
Clinton, IA
Firm
NelsonCorp Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Garry E. Medema, CFP®
(815) 589-2502
111 11th St
Fulton, IL
Firm
Genworth Financial
Areas of Specialization
General Financial Planning

Data Provided by:
Mr. Gaylon E. Heetland, CFP®
(563) 659-2991
908 6th Ave
De Witt, IA
Firm
Thrivent Financial

Data Provided by:
US Bank - Clinton Lyons Office
(563) 244-8320
2300 N 3rd St
Clinton, IA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 05:00 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Morrison
(815) 772-7611
100 W Lincoln Way
Morrison, IL
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:30 PM
Sat 08:00 AM-12:00 PM
Sun Closed

Mr. Patrick H. Pollard, CFP®
(563) 242-7574
301 N 2nd St
Clinton, IA
Firm
National Planning Corporation
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Joseph I. Wells, CFP®
(815) 772-7231
301 E Main St
Morrison, IL

Data Provided by:
Mr. Nolan Barry Vosler, CFP®
(319) 659-5139
First Central State Bank Bldg.
De Witt, IA
Firm
LPL Financial

Data Provided by:
US Bank - Clinton County Office
(563) 243-8500
405 S 3rd St
Clinton, IA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 05:00 pm
Sat 09:00 am to 12:00 pm

US Bank - Dewitt 11th Street Office
(563) 659-9188
712 11th St
De Witt, IA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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