Pulse Financial Services

06/03/2026

"What is it?!" Wednesday!

Inheritance is about more than money—it’s about making thoughtful decisions for the people you care about most.

One often-overlooked detail? Something called a step-up in cost basis—a tax rule that may affect inherited investments, real estate, and other assets.

Don’t worry, we’re making it simple. 😊

Swipe through for a quick breakdown of what it is, why it matters, and how it could impact your family’s future ➡️

Keep following along with our Inheritance: More Than Money series, you'll quickly find the little details can make a big difference.

06/02/2026

06/02/2026

Receiving an inheritance can feel overwhelming.

Along with money often comes grief, responsibility, uncertainty, and a lot of important decisions.

Should you pay off debt? Invest it? Leave it alone for now?

Before making major financial moves, it’s important to pause, breathe, and create a thoughtful plan — because the decisions made during emotional moments can have long-term impacts.

An inheritance is emotional before it’s financial.

This is Part 1 of our “Inheritance: More Than Money” series — focused on helping families navigate inheritance, legacy, and what happens next.

05/29/2026

📚 Happy 529 Day! 🎓

When it comes to saving for a child’s future education, one of the most powerful tools isn’t necessarily how much you save — it’s starting early and staying consistent.

Even small contributions can grow over time thanks to the power of compounding. Investing even a small amount from birth through age 18 could potentially grow into thousands toward future education expenses.

A 529 plan offers a tax-advantaged way to save for education while giving your investments time to work for you.

Whether you’re just getting started or already contributing, today is a great reminder that every little bit counts toward future opportunities.

✨ It’s never too early — or too late — to start planning for the future.

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Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.

05/22/2026

As we head into Memorial Day weekend, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our freedom. ❤️🤍💙

Please note that the Pulse Financial Services office (and the market) will be closed Monday, May 25th in observance of Memorial Day. We will reopen Tuesday, May 26th.

Wishing you and your family a safe, meaningful, and relaxing holiday weekend.

05/13/2026

What a weekend! 🥂📄

We had an incredible turnout for our annual Shred & Champagne Events in both offices, and we’re so grateful to everyone who stopped by to safely dispose of sensitive documents, share a drink, and connect with our team.

The weather was beautiful, the conversations were even better, and as always, we loved seeing so many familiar faces from our community.

(And yes… after one unexpected shred-truck hiccup in Cedar Rapids 🚛💨 — we can officially confirm all documents were securely removed and shredded!)

Thank you for continuing to trust Pulse Financial Services with helping to preserve and grow your family’s wealth! 💚🩶🤍

05/10/2026

Mothers are often the heart behind the plans, the future, and everything in between.

Today, we celebrate you and all that you do—seen and unseen.
Happy Mother’s Day from Pulse Financial Services. 💚

05/07/2026

Financial literacy is something we care deeply about at Pulse Financial Services — and the earlier those conversations begin, the better. 💚

Recently, Stephanie had the opportunity to attend a Financial Literacy Fair after being invited by a lifelong friend and colleague in our industry. During the event, 8th grade students participated in hands-on budgeting and money management simulations that challenged them to think critically about real-world financial decisions.

From balancing expenses to working through “what if” scenarios, the level of engagement, curiosity, and thoughtful questions from these students was truly inspiring. Experiences like this remind us how important it is to equip young people with the confidence and knowledge to make informed financial decisions early in life.

We left encouraged, energized, and excited for the next generation of accumulators, planners, and future leaders. 👏

05/04/2026

🥂📄 Join Us This Saturday for our annual Shred & Champagne Event at Pulse Financial Services!

Stop by your local Pulse Financial Services office Saturday anytime between 9 am and 12 pm and safely dispose of sensitive documents and connect with our amazing clients and community - and feel free to bring a friend!

📄 Bring your documents
🚛 We’ll handle the shredding
🥂 You enjoy the champagne

With the Shred-it (IA) and VitalPro(IL) trucks on-site, you can securely clear out old paperwork—then step inside to raise a glass and celebrate another great year together.

Saturday, May 9th
9:00 AM – 12:00 PM
📍 1630 42nd Street NE, Suite E, Cedar Rapids, IA
📍 6040 Route 53, Suite A, Lisle, IL

Stop by for a short while or stay the whole time—we’d love to see you!

04/28/2026

📚💰 Financial Literacy Starts Early

April is Financial Literacy Month, and we love seeing the next generation get hands-on experience with money skills!

Recently, the 5th graders at BP Elementary participated in JA BizTown, an incredible financial literacy simulation where students step into real-world roles—running businesses, managing budgets, earning paychecks, and making financial decisions.

We especially love seeing members of our community step up to volunteer their time to help guide these students through the experience. Teaching financial literacy early builds confidence, independence, and lifelong skills that truly matter.

At Pulse, financial literacy is something close to our hearts, and it’s inspiring to see programs like BizTown making such a meaningful impact right here in our community. 🌱

Here’s to learning smart money habits early—and to the volunteers helping make it happen. 👏