Iowa City, IA
TPC Iowa City works with a range of successful individuals and families and specializes in helping University staff and professionals, retirees, medical and dental professionals, corporate employees.
We work with clients throughout the United States. Thanks to our office location in Iowa City, IA, we have local connections in Iowa City, Coralville and Cedar Rapids.
As fee only fiduciary financial planners, we offer wealth management, financial planning and investment management. Many of our clients also enjoy tax preparation and life transition guidance.
Our Iowa City office considers the Iowa City and Cedar Rapids corridor a great place to raise a family providing low cost of living and lots of social and entertainment opportunities locally along with being only a day’s drive from bigger cities like Minneapolis, Chicago, and Des Moines.
Posts from Our Iowa City Team
Planning a Mid-Life Career Change? Here Are Some Tips for Smoothing the Transition
What can you do to prepare for making a mid-life career shift? While it’s probably not possible to completely eliminate all the unknowns and the stress that goes with them, there are some things you can do to take control in certain areas.
Andy Baxley Featured on the Aligned Money Podcast
We are delighted to share noteworthy news – the Aligned Money podcast has recently featured the financial planning expertise of Andy Baxley. Andy, a Certified
The Planning Center featured in NAPFA Advisor Magazine
Recently featured in NAPFA Advisor, The Planning Center has garnered recognition for its unique and multi-generational approach to financial planning. Leading this innovative strategy is
A Simple Guide to Understanding TIAA’s Unique Structure
In this post, I aim to demystify TIAA’s structure by breaking it down into 7 distinct layers. We will start with the broadest layer (TIAA itself) and work our way down to the most specific (the individual investments available to you in your TIAA contracts).
New Requirements for US Businesses: The Corporate Transparency Act
Are you an owner of a corporation, LLC, limited partnership, or any entity whose existence is created by a filing with a secretary of state in any state? If so, your business may be subject to new requirements under the Corporate Transparency Act’s (CTA) Beneficial Ownership Information (BOI) reporting.
Minneapolis: Nothing is Normal
by Amber Miller, CFP®, CSRIC™ Accepting the Uncomfortable Together I had already planned on taking last week off from work. I was hoping to find a
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