Accel Wealth Management

10/16/2026

Did you know you can support the charities you care about while making tax-efficient decisions in retirement?

Qualified Charitable Distributions (QCDs) allow eligible individuals to donate directly from an IRA to a qualified charity. For those who qualify, QCDs offer several advantages:

⚖️ Help lower your adjusted gross income
📋 Count toward required minimum distributions (RMDs)
📊 Provide tax benefits even if you take the standard deduction
🧡 Help more of your donation reach the charity QCDs can be a meaningful way to incorporate charitable giving into your retirement plan, but eligibility and tax rules matter.

👉 Learn more about how QCDs work and whether they may fit into your retirement and charitable giving goals at: https://hubs.ly/Q04Bc0fv0

10/13/2026

When it comes to your financial future, there are some things technology can't replace.

💬 Personal context: A Wealth Advisor takes the time to understand your goals, priorities, family, and unique circumstances.

🤝 A trusted relationship: You have a person you can talk to, ask questions, and turn to when financial decisions feel complicated.

🧭 Human guidance: Life doesn't always follow a financial plan. A Wealth Advisor can help you navigate changes, weigh your options, and keep your bigger picture in focus.

AI can be a helpful tool. But your financial future is personal. Having someone in your corner can make a difference. Connect with our team at https://hubs.ly/Q04zG--40

10/12/2026

💡 Are common financial misconceptions influencing your decisions?

In our latest article, Wealth Advisor Anthony Gaiffe breaks down six common financial misconceptions, including:

🏡 Mortgage payments and debt
💰 Retirement savings and planning
🛡️ Life insurance
📈 Social Security

Understanding the facts can help you make more informed financial decisions based on your goals and circumstances.

👉 Read the full article to learn more: https://hubs.ly/Q04zLbyP0

10/09/2026

Understanding where your retirement income may come from can help you build a plan that aligns with your goals and financial needs.

Three common sources to consider include:
• Personal savings & investments
• Social Security
• Employer-sponsored retirement plans, such as 401(k)s, 403(b)s, 457 plans and SIMPLE IRAs

The right approach can depend on your income, savings, retirement goals, and other factors.

Are you thinking about where your retirement income will come from? Our Retirement & Wealth team can help you evaluate your options and plan for the years ahead.

10/07/2026

Medicare can feel complicated, especially when you're sorting through Parts A, B, C and D. As your healthcare needs change, your coverage may deserve another look, too.

Join Michelle Steffe on Wednesday, October 21 at 11 AM for a webinar covering the Medicare basics you need to know during Open Enrollment. In this webinar we'll discuss:
✔️ The different parts of Medicare
✔️ Coverage options to consider
✔️ How healthcare needs can factor into your decisions
✔️ Important considerations for your overall retirement plan

Register for the webinar and learn more about your options at https://hubs.ly/Q04ydVyD0

10/01/2026

Our team is excited to attend the 2026 Iowa SHRM Conference on October 8 at the Hyatt Regency Coralville Hotel & Conference Center! 🎪✨

Stop by our booth and connect with Jason White, Mitch Cook, and Ryan Hervey. We look forward to connecting with HR professionals, sharing ideas, and discussing ways to support your employees through benefits, retirement planning, and wealth management.

Plus, we'll have some prizes and giveaways waiting for you! 🎁🎧

09/28/2026

What exactly is a pension, and are they still relevant in 2026? 🧐

A pension is a type of retirement plan that can provide a steady income after you retire. Unlike a 401(k), where your retirement balance depends on contributions and investment performance, a pension provides a benefit based on a formula that typically considers factors like your salary and years of service.

While traditional pensions have become less common in the private sector, they remain an important part of retirement planning, particularly for many public sector employees.

Our latest article, Stacie Brass breaks down how pensions work, how they compare to a 401(k), vesting, taxes, and some of the most common pension questions.

👉 Read the full article to learn more: https://hubs.ly/Q04ydMVy0

Are pensions still relevant in 2026? Discover how pensions work, how they compare to 401(k) plans, current funding trends, and why they remain a vital retirement income source for millions of workers today.

09/25/2026

Several areas matter when preparing for retirement, from building retirement income and managing investments to understanding taxes, planning for healthcare costs, and considering your legacy.

🏦 Income
📈 Investments
🧾 Taxes
🏥 Healthcare
🏡 Legacy & Estate Planning

Looking at each of these areas can help you better understand how the pieces of your retirement plan fit together. Connect with our Wealth Management team today to ensure your retirement plan covers these five pillars!

09/23/2026

Budgeting is about planning how you’ll spend your money so you can cover essentials and save for the future. Here are a few areas people often overlook when building their budget. 🗒️