711 Main Street
Pella, IA 50219

Matt Van Maanen CFP®, CAP®, ChFC®, CASL®

(641) 628-3579

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
7 Ways to Show Your Appreciation for Mom this May

7 Ways to Show Your Appreciation for Mom this May

For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.

6 Tips From Tech Start-ups for Your Non-tech Business

6 Tips From Tech Start-ups for Your Non-tech Business

Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Pay it Forward: Financial Wellness for Employees

Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.

Financial Confidence: The Gift that Keeps on Giving

Gift-giving is an important and cherished part of the holiday season for people around the world.

Hindsight 2020: Use These Tips to Recover From Job Loss

Now, in the wake of 2020, millions of job-seekers are working to pick up where they left off, getting back to work and back to normal. Here are some tips for recovering from job loss today:

Business Boosters: Can Your Business Survive Without You?

If you didn't show up tomorrow, would your employees be able to go it alone?

Financial Hacks for Millennials: Going Back to School

As we continue to readjust our lives to a global pandemic, you may be wondering if now is the time to use that time to go back to school to pursue a higher degree, or if you can build new skills in other ways.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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