Financial Planning Marshalltown IA

Here are a few thoughts on dealing with job loss in Marshalltown 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. Steve A. Gantz, CFP®
(641) 352-5003
24 E Main St
Marshalltown, IA
Firm
Ameriprise
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
US Bank - Marshalltown Mall Office
(641) 752-7141
2500 S Center St
Marshalltown, IA
Languages
Spanish
Drive Up Hours
Mon 09:00 am to 05:30 pm
Tue 09:00 am to 05:30 pm
Wed 09:00 am to 05:30 pm
Thur 09:00 am to 05:30 pm
Fri 09:00 am to 05:30 pm
Sat 08:30 am to 12:00 pm

US Bank - Marshalltown Office
(641) 752-4591
123 W Main St
Marshalltown, IA
Languages
Spanish
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 08:30 am to 12:00 pm

Laura West
West Financial Advisors, LLC
(515) 382-2960
1400 Fawcett Parkway
Nevada, IA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, College/Education Planning, Women's Financial Planning Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Eric Mote
Mote Wealth Management, LLC
(319) 393-4020
4300 Northwood Drive NE
Cedar Rapids, IA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Kileen D. Rezac, CFP®
(641) 752-2041
25 S Center St
Marshalltown, IA
Firm
SagePoint Financial, Inc.
Areas of Specialization
Retirement Income Management, Retirement Planning

Data Provided by:
Wells Fargo - Marshalltown South Center
(641) 754-5600
102 S Center St
Marshalltown, IA
Type
Branch
Office Hours
Mon-Fri 08:00 AM-05:30 PM
Sat 08:00 AM-02:00 PM
Sun Closed

Wells Fargo - Marshalltown
(641) 753-5555
2703 S Center St
Marshalltown, IA
Type
Branch
Office Hours
Mon-Fri 08:00 AM-05:30 PM
Sat 08:00 AM-02:00 PM
Sun Closed

Walt Mozdzer
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Brian McKibban
Syverson Strege & Company
(515) 225-6000
4400 Westown Parkway, Suite 405
West Des Moines, IA
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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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