The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 25 years. Because some of our Associates are also Registered Representatives of United Planners, we not only specialize in Insurance but through this relationship are able to offer Investments. We are committed to providing the reliable customer service that is so valuable in today’s busy world. We will work with you to help ensure that you and those that you care about most are protected during life’s most uncertain times.
With locations in Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Calculating your potential Social Security benefit is a three-step process.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Tips to avoid checking in luggage on your next vacation.
A four-step framework for building a personal legacy.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here are three tips.