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Solving Business Challenges with Smarter Treasury Management

Cash flow is king — everyone knows that, right? Knowing how to manage the movement of  cash in and out of your business while juggling growth, vendor payments, payroll, and  profits is the tricky part. Treasury management is a tool…

Why CEFEX Certification Matters to Your Portfolio

When it comes to managing financial futures—whether you’re an individual investor, a retirement plan trustee,…

CEFEX logo

Preventive Care as a Catalyst for Employee Health and Well-Being

More people are putting preventive care on hold, forgoing regular checkups in areas like dental…

What happens when the ‘wolf’ is confronted?

The fairy tale of the boy who cried wolf dates back more than 2,500 years.…

Photo by Steve: https://www.pexels.com/photo/brown-wolf-682375/

Protect Employees from Stressing Over the Unexpected with Legal Benefits

As we look toward spring, it’s a natural time to consider what challenges the new…

Johnson County was ranked fifth in incoming investment, according to SmartAsset. CREDIT PEXELS Legal Benefits

Strong Energy Infrastructure Brings Economic Development Opportunities

Recently, Alliant Energy, in collaboration with the City of Cedar Rapids, officially confirmed QTS will…

Photo by Pixabay, energy tower

Owning Assets is Cool Again

Long forgotten are the dismal days of 2022. The S&P 500 has recorded new all-time…

Hand touching a graphs of financial indicator and accounting market

Regenerative Medicine – The Future of Healthcare

Advancements in medical technology have led to the development of regenerative medicine – a branch…

Financial Planning for Successful Business Owners

A successful business owner must balance the intricacies of growing a business with the nuances…

Kimberly Hillyard Choreo

Exit Planning Strategies: Exploring ESOPs

Business ownership exit planning strategies continues to be an active conversation between our Cedar Rapids…

Johnson County was ranked fifth in incoming investment, according to SmartAsset. CREDIT PEXELS Legal Benefits

Maximizing Your Impact: Strategies for Tax-Efficient Charitable Giving

The giving season is underway, and as the end of the year approaches, many readers…

giving

How employees benefit from a network of dental options

By Cory Bauer Choosing a dental carrier for your employee benefits plan may not be…

Cory Bauer Delta Dental

When Is the Last Time You Had Your Smile Checked?

Earlier this year, Delta Dental Plans Association released the 2024 State of America’s Oral Health…

Dentist Photo by Anna Shvets: https://www.pexels.com/photo/woman-having-dental-check-up-3845653/

Is grad school worth it? The return on higher education

We are in a world of change, in both our personal lives and in the…

Rogan Stoops

The Power of Collaboration Among Your Professional Advisors

One of the many intangible benefits of having a good financial advisor or planner in…

Is it Time to Expand Your Employee Benefit Offerings?

In a competitive labor market like Iowa’s, companies face challenges attracting and retaining top talent.…

Photo by Alexander Suhorucov