Heim | Banzhaf Team
515.246.7178
Heim.Jon@principal.com
Matt Banzhaf
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
Newsletters
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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 25,383.11 | -0.07% |
| NYSE Composite | 11,802.95 | -0.02% |
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All quotes are in US Eastern Time (EST).
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