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Family Financial Planners Mason City IA

Local resource for family financial planners in Mason City. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Mr. Richard W. Pierson, CFP®
(641) 421-7710
1314 4th St SW Ste 118
Mason City, IA
Firm
Ameriprise Financial

Data Provided By:
Michael J. Castle, CFP®
(641) 424-6265
34 2nd St. NE
Mason City, IA
Firm
Northwestern Mutual Life
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. David W Morgan, CFP®
(641) 423-2323
20 E State St
Mason City, IA
Firm
Stifel Nicolaus

Data Provided By:
Mr. Shannon G. Kropp, CFP®
(641) 357-6930
9 Plaza Dr
Clear Lake, IA
Firm
Bodensteiner Investment Advisors
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
US Bank - Mason City Office
(641) 494-2166
124 N Washington Ave
Mason City, IA
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Mrs. Sara J. Carlsson, CFP®
(641) 423-2093
202 1st St SE Ste 101
Mason City, IA
Firm
Edward Jones
Areas of Specialization
Estate Planning, General Financial Planning, Retirement Planning, Tax Planning

Data Provided By:
Mr. Michael J. Birchem, CFP®
(641) 423-7155
109 2nd St NE
Mason City, IA
Firm
Renner & Birchem PC
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
John R Ressler, CFP®
(641) 424-5353
19 S. Delaware Ave.
Mason City, IA
Firm
Ressler Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
US Bank - Mason City - Regency Office
(641) 424-2103
555 S Illinois
Mason City, IA
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Mason City Main
(641) 423-1720
10 N Washington Ave Ste 100
Mason City, IA
Type
Branch
Office Hours
Mon-Thu 07:30 AM-05:30 PM
Fri 07:30 AM-06:00 PM
Sat 08:00 AM-02:00 PM
Sun Closed

Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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