First Serve Financial

10/24/2026

If you’re required to take minimum distributions from your retirement accounts, it’s worth confirming that your withdrawals are on track for the year.
Taking a few minutes to review your plan now can help you stay ahead of year-end deadlines. Call our office at 563.223.8887!

10/23/2026

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

Learn what Medicare covers in senior living, from assisted living to nursing home care. Discover coverage limits, hidden out-of-pocket costs and alternative payment options.

10/23/2026

You don’t need to panic yet about Social Security, but you should stay informed.

You don’t need to panic yet about Social Security, but you should stay informed.

10/21/2026

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

Consider your eligibility and the impact of removing retirement dollars before dipping into your 401(k) plan.

10/20/2026

December can get busy fast. Your financial planning doesn’t have to get squeezed in at the last minute.
Starting your year-end review early gives you time to ask questions, explore your options, and determine which strategies may make sense for your goals. To get started, contact our office today at 563.223.8887!

10/20/2026

DISCLAIMER:Investing involves the risk of loss. This podcast is fo...

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.