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Archive for the ‘Retirement’ Category

Title: Tax Beneficial Accounts You Need to Use

  One of the most proactive ways you can protect your personal finances is to take advantage of tax beneficial accounts such as an HSA, 401(k) and IRA. Though these accounts are typically tied to retirement savings, this is not always the case. At Iowa State Bank we want to help you make the most […]

Posted on: February 7th, 2017 by vgmforbin in Financial Management, Retirement, Savings, Tax Season | Comments Off

5 Financially Savvy Ways to Use Your Tax Refund

Getting your taxes done early not only takes one more thing off your to-do list but further allows you to start planning for the future. Working with your tax professional, determine how much your family may receive this year from a tax refund. No matter the amount, we recommend putting it towards your financial goals […]

Posted on: January 26th, 2017 by vgmforbin in Credit Score, Debt, Education, Mortgages, Retirement, Savings, Tax Season | Comments Off

How to Hit a Homerun in Retirement

Winning in a baseball game or in your retirement savings is no easy feat! It takes dedication and determination to seal the win. As you begin to reexamine your retirement plan try these key pointers from Iowa State Bank to coach you along the way!   Load the Bases If you have available resources, make […]

Posted on: July 14th, 2016 by vgmforbin in Budget, Retirement, Savings | Comments Off

How-To Save $1,000,000 by Retirement

  Retirement may seem an eternity away; however, even if it’s a dream 20 years down the road, saving for retirement shouldn’t wait until the goal is in sight. Rule of thumb says you’ll need $1,000,000 in savings to retire comfortably. Our experts at Iowa State Bank recommend taking the following steps to save with […]

Posted on: April 19th, 2016 by vgmforbin in Budget, Financial Management, Retirement, Savings | Comments Off

The Retirement Quiz: Are You Saving Enough?

Many Americans weren’t saving enough for retirement before the financial meltdown of 2008. Now, with millions of people having lost large chunks of their retirement savings, the question remains: “Am I saving enough for retirement?” Iowa State Bank is here to help with a retirement quiz that will hopefully help you identify any weaknesses in […]

Posted on: November 12th, 2013 by IAStateBkBlogger in Retirement | Comments Off