Investment Management Firms Dubuque IA

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. Daniel M. Smith, CFP®
(563) 557-7600
PO Box 179
Dubuque, IA
Firm
Dupaco Credit Union

Data Provided by:
Mr. Brian Kallback, CFP®
(563) 587-4079
3553 Keystone Dr
Dubuque, IA
Firm
Dubuque Bank & Trust
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Michael J. Kircher, CFP®
(563) 556-3392
815 Century Dr
Dubuque, IA
Firm
Jim Kircher & Associates PC

Data Provided by:
Mrs. Katie J. Thomas, CFP®
(563) 556-0123
2345 JFK Road
Dubuque, IA
Firm
Honkamp Krueger & Co., P.C.
Areas of Specialization
Accounting, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Risk Management

Data Provided by:
Mr. Brian D. Cose, CFP®
(563) 582-2855
3390 Asbury Rd
Dubuque, IA
Firm
Honkamp Krueger Financial
Areas of Specialization
Business Succession Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Suzan M Martin-Hallahan, CFP®
(563) 557-7600
5865 Saratoga Rd
Dubuque, IA
Firm
Dupaco Financial Services

Data Provided by:
Jamie W. Mcdonald, CFP®
(563) 585-1400
1635 Associates Dr Ste 103
Dubuque, IA
Firm
Heacock and Jones Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Planning, Life Planning

Data Provided by:
Mr. John R. Darrah, CFP®
(563) 582-2855
3390 Asbury Road
Dubuque, IA
Firm
Honkamp Krueger Financial Svc

Data Provided by:
Bryan J. Knudson, CFP®
(563) 557-7965
3100 Cedar Crest Rdg Ste 8
Dubuque, IA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Michael G. Fleege, CFP®
(563) 690-0727
1605 Associates Drive
Dubuque, IA
Firm
Ameriprise Financial Services,

Data Provided by:
Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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