The Investment and Insurance Centers have been delivering quality financial solutions to individuals and families in Northeast Iowa for over 40 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 Security State and Northeast Security Banks in seven towns around Northeast Iowa, we are conveniently located. Please call (800) 332-0086 to make an appointment.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
It sounds simple, but paying yourself first can really pay off.
For many, retirement includes contributing their time and talents to an organization in need.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are things you can do to keep yourself safe when you lose your wallet.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.