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1009 Iowa Avenue
Onawa, IA 51040

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Douglas Larson

(712) 423-2616

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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