Heim | Banzhaf Team
Creating meaningful and impactful experiences through developing relationships that inspire action.
515.246.7178
Heim.Jon@principal.com
Matt Banzhaf, CFP®
515.246.4080
Banzhaf.Matt@principal.com
Jill Wieneke
515.283.5248
Wieneke.Jill@principal.com
Kathryn Ferguson
515.246.4051
Ferguson.Kathryn@principal.com
West Des Moines Office: Carroll Office: 6701 Westown PKWY, STE 200 223 W 5th Street West Des Moines, IA 50266 Carroll, IA 51401
Fax: 866.469.9394 Phone: 712.792.6588
Fax: 712.792.1946
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Newsletters
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.