RCI Wealth Management

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Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your li...
10/14/2026

Choosing the right life insurance is about more than just picking a number; it's about building a plan that fits your life now and in the future. That's where life insurance laddering can come in. Swipe to learn more.

If laddering sounds right for you, give us a call today to talk through your options. We're here to help.

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their ...
10/12/2026

When it comes to employer-sponsored retirement plans, the 401(k) and 403(b) might seem similar, but understanding their differences can help you make the best decision for your team. Swipe through for a breakdown.

Have questions about which plan is right for your organization or how to implement a competitive retirement offering? Give us a call today.

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supp...
10/08/2026

As we recognize National Financial Planning Month, it is a great opportunity for employers to evaluate how they are supporting their workforce's retirement readiness. Swipe through for a closer look at ways employers can support retirement readiness and help employees prepare for the years ahead.

If you are interested in strengthening your retirement planning benefits strategy, reach out to us today. We are here to help.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy o...
10/02/2026

October is National Estate Planning Awareness Month, a great reminder that estate planning is not just for the wealthy or the elderly. It is something everyone should consider, no matter where they are in life.

Swipe through this month's quiz to test your estate planning knowledge and pick up a few important facts along the way!

If you have questions about estate planning or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/30/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

πŸŽ† Happy Independence Day! πŸŽ‡Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our ...
07/04/2025

πŸŽ† Happy Independence Day! πŸŽ‡

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. πŸŽ‰πŸ—½

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. πŸ”πŸŒ­

Happy Birthday, America! πŸŽ‚πŸŽˆ

πŸŽ’ Attention students and families πŸŽ’Don't forget that FAFSA submissions close June 30 at 11:59 p.m. CT.
06/02/2025

πŸŽ’ Attention students and families πŸŽ’

Don't forget that FAFSA submissions close June 30 at 11:59 p.m. CT.

04/18/2025

Address

602 8th Street SW
Altoona, IA
50009

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

Telephone

+15156300048

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