Iowa Financial Partners Insurance & Financial Services

10/01/2026

We are excited to share an important milestone for our business - Prudential Advisors is now Prudential Wealth Advisors!

The new name reflects how our business has evolved and where we’re headed next. Over the past several years, Prudential has been intentionally building a broader wealth management platform designed to help us as financial advisors deliver holistic advice and solutions while building deeper, more enduring relationships with the individuals, families, and businesses we serve.

This allow us to continue to combine personalized advice with investment, retirement, insurance and annuity solutions, backed by the strength and resources of Prudential. This could not be a more perfect fit for the type of holistic planning we believe is best. The name is new, but our commitment to helping clients build, manage and protect their wealth remains the same.

As a team, we're excited for what this next chapter means for us and, most importantly, for all of our clients, allowing us to continue helping them build their financial futures with confidence.

New name reflects evolution to a modern wealth management platform

09/26/2026

Today, we're celebrating a milestone: Steve's 36th Anniversary!

36 years. Thousands of conversations. Countless life moments, from first jobs and growing families, to job changes, retirements and legacy planning.

Steve is a big part of why this office feels like a family; he cheers for our wins, shows up when it matters, and gives our clients that same care.

We’re incredibly grateful for everything he brings to our team and for the many years of experience, dedication, and commitment he has shared with us.

Here’s to 36 years and all that’s still ahead!

09/23/2026

Life insurance probably isn’t at the top of your everyday to-do list - and that’s okay.

We spend a lot of time here planning for the future - saving, investing, and preparing for all of the goals ahead, but protecting that plan is just as important.

September is Life Insurance Awareness Month. Life insurance can help provide financial protection for the people who depend on you most, and help to keep your long-term plans on track.

Protecting your financial plan is part of planning for your life.

09/18/2026

Help us wish a very Happy Birthday to James, one of our fearless leaders!

His experience and dedication have played an important role in building the firm we are today and how we serve our clients. We appreciate all you do for our team and the work we’re able to accomplish together!

Hope you have a great birthday and get to enjoy some well-deserved celebrating!

🤞🏻Fingers crossed the weather holds out and you get to enjoy some time out golfing tomorrow!

09/16/2026

Fall tends to bring a full calendar, and somehow, the end of the year always seems to arrive before we’re ready!

Before the year gets away from you, take a few minutes to check in with your finances.

Ask yourself these three questions:

1. Am I still on track for the goals that matter most? Life happens and things change - your financial plan should be flexible enough to change with it. Are your priorities the same as they were at the beginning of the year?

2. Am I making the most of my savings opportunities? It is always good to re-evaluate and take a look at your retirement contributions, cash savings, and other ways you’re putting money to work. Is there an opportunity to increase your savings before the year ends?

3. Do my investments still align with my plan? Don't lose sight of the finish line. Your goals, timeline, and circumstances can change, and that's ok. Make sure your investment strategy still supports where you’re headed - not just where you’ve been.

A little reflection now can help you stay the course and keep your on track with greater clarity and confidence.

If it’s been a while since your last financial review, now is a great time to reconnect. Our team is here to help you review where you are and plan for what’s ahead.

09/11/2026

What do you want your life to look like in 5 years? How about ten years?

Plan for your money. Plan for your life.

Your financial plan should do more than organize numbers - it should help create opportunities for the things that matter most.

Our team helps clients connect their financial decisions to their bigger picture, so their money can work toward the life they envision. We’re here to help you make sense of the moving pieces, create a plan around what matters most, and confidently move forward.

09/09/2026

It's that time of year again: football season. Every great team has a game plan.

On the football field, success takes preparation, teamwork, and the ability to adjust when things don’t go as planned. Your financial life is no different.

A holistic financial plan looks at the whole picture - your goals, investments, retirement, taxes, insurance, and the life you want to build - and brings it all together into one strategy.

Because, when it comes to your financial future, having a game plan matters.

09/04/2026

Happy Birthday Molly!

We’re so grateful for everything she brings to our team - not just the work she does, but the positivity, energy, and personality that make our office a better place to be.

Whether she’s keeping us laughing with a good pun or handling all the things that come up throughout the day, she brings her best to everything she does, and somehow manages to make it all look easy while being an amazing mom, too.

Molly, we’re so glad you’re here! We hope your birthday is pun-believable! 😉🎈

09/02/2026

Holistic financial planning means looking beyond the obvious - and sometimes, the small details can make a big difference.

The Roth IRA 5-year rules are a great example. Understanding how these rules apply to contributions, conversions, and withdrawals can help you make more informed decisions about when and how to access your money.

There’s rarely a one-size-fits-all answer. That’s why we look at the whole picture - not just one account or one tax year. Retirement income, taxes, investments, and your long-term goals can all play a role in determining the right strategy.

Good planning connects the dots. Because sometimes, the details today can create more flexibility for your future.

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

08/28/2026

Last week, Josh had to opportunity to go up to Minnesota for a Study Group meeting with some of our colleagues. This group typically meets virtually, but they get together once a year to step away from the day-to-day and connect in-person to share financial planning ideas, discuss best practices, and learn from one another.

While there, they went on a tour at Faren Fighters WWII Museum. It is a showcase of significant iconic aircraft and ground equipment from the World War II era. It serves as a tribute to the men and women whose incredible sacrifices helped shaped the freedom and liberty we enjoy today.

The experience was a meaningful reminder that learning often comes from looking beyond our everyday perspective. Continuing to learn and collaborate helps us provide thoughtful, well-rounded guidance to our clients. We’re so grateful to be part of a group that values growth, curiosity, and sharing knowledge.