S2 Wealth Planning

10/17/2026

Tax-loss harvesting is a strategy used to minimize tax liability by selling securities that have decreased in value and realizing a capital loss. The idea is to offset capital gains on other investments by using the capital losses to...

ax-loss harvesting is a strategy used to minimize tax liability by selling securities that have decreased in value and realizing a capital loss.

10/08/2026

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38%. As our nation ages, many Americans are...

08/11/2026

August is Make a Will Month. S2 Wealth Planning will be donating 10% of all Estate Plan Engagement fees collected between now and October 10, 2026 to the Alzheimer's Association Iowa Chapter Des Moines Area Walk to End Alzheimer's. Contact us to get started today.

08/01/2026

7 Important Reasons to Consider a move to Independent Living CommunitiesMany older Americans consider aging-in-place in their current home to be their “best” choice for living independently. Retirement communities...

Many of today's challenges for seniors wanting to stay in their home are answered through the benefits of a move to an independent living retirement community.

07/28/2026

I'm often asked why I give so much of my time and talents to the Alzheimer's Association Iowa Chapter when I haven't had a personal connection with a parent or other family member directly affected by the disease.

07/28/2026

07/22/2026

I am excited to share that I have been named an Honorable Mention recipient for the 20th Annual "Invest in Others Awards" for my charitable contributions to the Iowa Chapter of the Alzheimer's Association and rural families facing the...

I am excited to share that I have been named an Honorable Mention recipient for the 20th Annual

07/20/2026

To boost the chances that your savings will let you live comfortably in retirement, there are six primary areas of risk that you need to address.

07/14/2026

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances. However, it is generally recommended that people consider purchasing long-term care...

There is no definitive age at which it is too late to buy long-term care insurance, as the answer can vary depending on your individual circumstances.

07/10/2026

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg....

Yes, it is generally recommended that you save for retirement even if you have debt. While it's important to pay off your debt, saving for retirement is also essential because it takes time to build up a sufficient retirement nest egg.