Trust Bridge Wealth Advisors

11/02/2026

This time last year we were able to donate a FULL TABLE of housing supplies to Ronald McDonald house with YOUR help 🏡

This year we are hoping to be able to donate a full table of PAJAMAS to Isaiah 117 House Polk Co IA 😴

Isaiah 117 House has a powerful threefold mission:
‼️Reduce trauma for children entering foster care
‼️Lighten the load for child welfare workers
‼️Provide loving care for children while they wait for foster placement

Check out their website for more information!
🔗 https://isaiah117house.com

How can you help?
🤝Join us this month as we collect pajamas for children entering the foster care system that’ll help bring them a little extra comfort during an uncertain time. 🧸

✨Pajamas must be new.
✨All sizes needed: newborn through adult sizes
✨You can drop off pajamas at both of our office locations throughout the month of November

We’re grateful for the opportunity to support the incredible nonprofits serving our communities. We hope you’ll join us, again this year, in bringing comfort, dignity, and care to children who need it most! ♥️

10/31/2026

Halloween's here & we know you have you have opinions! 🎃

Drop your picks in the comments!

Have a safe and Happy Halloween from of us at Trust Bridge! 🍬

10/30/2026

Spooky season is here 👻

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story? 🕸️

These things may have a way of haunting you to keep you up at night. - That doesn't have to be you.

Knowing where you stand is the first step. It's not spooky and it's not scary if you have the right people by your side! Let's pick off the cobwebs and find your treats for retirement together! 🍬

Reach out - we'd love to hear what keeps you up at night and see how we can help turn your ghost story into real life.
📞515-207-4346
📧[email protected]
🌐https://www.trustbridgewealthadvisors.com

10/27/2026

📣 2027 Social Security Update: What the COLA Increase Means for You

If you're thinking about retirement, here's an update worth knowing!

🗣️The Social Security Administration has announced a 3.6% Cost-of-Living Adjustment (COLA) for 2027.

💰What could this mean for your monthly income?

If you currently receive $2,000 per month in Social Security benefits, a 3.6% increase would mean approximately $72 more per month, bringing your benefit to $2,072 before deductions.

📌Here's what to keep in mind:

↪ The increase takes effect in January 2027 for Social Security benefits.
↪ Your actual increase depends on your current benefit amount.
↪ Medicare premiums and other deductions may affect how much you take home.

If you haven't started collecting your social security - this next piece is for you! 🫵

💡Your Social Security benefits aren't just about how much you receive — *when* you claim them matters, too.

You can begin collecting retirement benefits as early as age 62, but claiming before your Full Retirement Age generally results in a permanently reduced monthly benefit. Waiting beyond Full Retirement Age can increase your benefit up to age 70.

The right timing depends on your health, other sources of income, retirement goals, and how long your savings may need to last.

📝A little planning today can make a meaningful difference tomorrow.

If you have any questions let chat - let's make sure your retirement strategy considers the whole picture.

🔗 **Learn more from the Social Security Administration:** []()

Cost-of-Living Adjustment (COLA) Information for 2027 Social Security and Supplemental Security Income (SSI) benefits for 76 million Americans will increase …

10/26/2026

We’re excited to be out there today! See you all on the course! ⛳️

It takes a whole team to pull off a great day on the course! Thank you to our Clubhouse Sponsors Paradise Outdoor Lifestyles and Access Systems, Inc., our Birdie Sponsors Iowa's All Season Heating & Cooling , Bannen Davis Mortgage Team and Showtime Homes , Trust Bridge Wealth Advisors for the golf bags, Holmes Murphy for the mulligans, and Bankers Trust Company as our Caddie Sponsor. We couldn’t do it without you! ⛳

10/23/2026

Save the Date! ☕️

Holiday Spending without the Financial Hangover 🎄

🛋️As always, you can join us online from your couch or office
🤝Or you can join us in person at either of our locations

Travis & Mason will be teaming up to bring you tips and tricks to making the holidays more enjoyable and less stressful financially.

📆Friday, November 6th
⌚️9-9:30 AM
📍4090 Westown Pkwy, Suite 108, West Des Moines, IA
📍117 N Main St, Lenox, IA
🔗email [email protected] for zoom link.

With the holidays right around the corner, now is the perfect time to start planning!

10/22/2026

We've heard of a few different scamming attempts and tools lately which always sparks conversation 🗣️ - You cannot be too safe - in a world where technology and AI in continually evolving it's important to stay up to date and be aware!

At our office, we continually tell our clients, never hesitate to pick up the phone and call us if they receive something that might be scam whether it's related to their financials or not. We are always happy to be a second set of eyes! 👀

‼️A common online security tool is now being used in a new type of scam.

Cybercriminals are increasingly using fake CAPTCHA prompts — the familiar “I’m not a robot” checks — to trick users into taking actions that can compromise their devices.

Instead of a simple verification, these prompts may ask users to click “Allow,” enable notifications, or follow additional steps that can lead to persistent pop-ups, phishing attempts, or unwanted software.

These scams often appear through ads, suspicious links, or redirected web pages, making them harder to spot at first glance.

Security experts note that legitimate CAPTCHA tests do not require enabling notifications, downloading files, or entering system commands — making those requests a potential red flag.

As these tactics evolve, staying cautious when interacting with unexpected prompts can help reduce exposure to online threats.

Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

10/19/2026

For our Iowa and Iowa State football fans, this past weekend gave us a little break from game day routines! 🏈😉.. What a weekend in Iowa! BUT it was the perfect opportunity to get outside and enjoy all that fall has to offer.

Keeping it lighthearted on a Monday - how did YOU spend your weekend? Were you out enjoying fall activities, tackling projects, or just soaking up some sunshine? Tell us in the comments! 👇

P.S. feel free to shoutout your favorite fall pumpkin patch, patio, coffee spot, event - Always looking to try new places! 🤩

10/16/2026

At the office, we're reviewing client accounts and checking in on Required Minimum Distributions (RMDs) that still need to be satisfied before year-end. As Maddie adds our November Monthly Mission to the list, it sparked a timely reminder!

Did you know that if you're eligible, you may be able to donate directly from your Traditional IRA to a qualified nonprofit through a Qualified Charitable Distribution (QCD)? This can count toward your RMD while potentially allowing you to exclude the donated amount from your taxable income.

If you're still working on satisfying your RMD and would love to support a nonprofit close to your heart, this could be a great opportunity!

💙 Need a little inspiration for your year-end giving? We've put together a list of the nonprofits we've highlighted and supported through our Monthly Missions. Use it as a starting point if you're looking for an organization to support and want to make a difference before the end of the year!

✨ A little year-end planning can go a long way — for your financial goals and the causes that matter to you.

Before making a charitable distribution, connect with your financial professional to make sure you meet the eligibility requirements and that the gift is handled correctly.

At Trust Bridge Wealth Advisors, we're here to help you navigate the details and make the most of your financial plan. Don't hesitate to reach out if you have any questions!

10/14/2026

🎉 Happy Birthday, Rob! 🎉

Help us wish Rob, our Director of Operations, a very happy birthday! 🥳 We’re grateful for all he does behind the scenes to keep Trust Bridge running smoothly and support our team and clients.

We hope your day is filled with plenty of reasons to smile and a little extra time to celebrate! Enjoy your day, Rob! 🎂🎈