First Serve Financial

10/09/2026

AI is transforming the economy and financial markets, but how susta...

10/09/2026

Gradient Investments senior portfolio manager Keith Gangl discusses investment opportunities in AI on 'Making Money.'

10/09/2026

I'm copying this from the Medicare.gov website because I think it's great information for anyone 65+.

Scammers are extra busy this time of year. They may pretend to be from Medicare or an insurance company to try to steal your personal information — or even enroll you in a plan without your knowledge.

If you get an unwanted call, just hang up. Uninvited emails or texts? You can ignore those, too.

Agents and brokers who represent Medicare plans need your permission before contacting you.

https://www.medicare.gov/basics/reporting-medicare-fraud-and-abuse?utm_campaign=20261007_oep_mpf_frd_gsm&utm_content=english&utm_medium=email&utm_source=govdelivery

Medicare fraud and abuse can happen anywhere, and usually results in higher health care costs and taxes for everyone.

09/30/2026

Annuities can provide guaranteed income (backed by the issuer's claims-paying ability), principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

Annuities can provide guaranteed income, principal protection or market-linked growth, but costs, risks, tax treatment and withdrawal rules vary widely.

09/28/2026

Is there a financial decision you’ve been meaning to make?
Maybe it’s updating an account, reviewing a strategy, adjusting a savings goal, or finally addressing something that’s been sitting on your to-do list.
Now is a good time to organize those outstanding decisions and determine your next steps. A little clarity today can help you head into the new year with fewer financial question marks.
To get started, give us a call at 563.223.8887.

09/25/2026

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.

09/22/2026

Gradient Investments senior portfolio manager Tyler Ellegard discusses the state of A.I. chips stocks and more on 'The Claman Countdown.'

09/21/2026

When was the last time you checked in on your emergency fund?

As everyday expenses change, the amount you once set aside may not go as far as it used to. Take a moment to review your cash reserves and consider whether they still align with your current expenses, lifestyle, and financial needs.

A strong emergency fund can help you feel more prepared when the unexpected happens. Call our office at 563.223.8887 or book online: https://calendly.com/jaimeragins/complimentary-consultation

09/21/2026

Sara Brickner highlights the unified message from Fed officials and the market's swift digestion of the recent rate hike. She makes a case for CrowdStrike (CRWD) as a necessity in an increasingly digital world regardless of AI's trajectory, and remains bullish on Alphabet (GOOGL), citing its diversi...

09/18/2026

The market may be doing well, but you still want to monitor your retirement plan.

The market is doing well, but you still want to monitor your retirement plan.