PrairieOak Wealth, LLP

10/19/2026

Healthcare coverage can have a meaningful impact on your retirement budget. With Medicare Annual Enrollment now open, it's an important opportunity to review your current coverage and determine whether changes could better fit your healthcare needs and costs for 2027.

For those looking for plan-specific assistance, Peart Insurance LLC is a knowledgeable local resource that can help evaluate your options and answer Medicare-related questions.

Enrollment ends December 7, so be sure to review your coverage before the deadline. See their post below for additional details.

The Medicare Annual Enrollment Period is underway. You have through December 7 to review your coverage for 2027. Depending on your current coverage, you may be able to change Medicare Advantage plans, change Part D coverage, or switch between Original Medicare and Medicare Advantage. Start with your doctors, prescriptions, pharmacy, and total costs.

Tap Call on our page or send us a message to schedule a review. Please don’t post personal health or prescription details in the comments.

Licensed Independent Insurance Agent. Peart Insurance is not affiliated with or endorsed by Medicare or the U.S. government.

We do not offer every plan available in your area. Currently we represent six organizations which offer thirty-three products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

10/14/2026

Paige and Jessica spent Tuesday at the Financial Planning Association of Iowa’s Annual Symposium! 📚✨

We’re always looking for opportunities to learn, grow, and stay current so we can better serve our clients. It was a great opportunity to earn continuing education credits for our professional designations, learn from industry experts, and bring back new insights to help our clients navigate their financial journeys with confidence.

We believe being a great financial partner means never stopping learning! 💙

10/09/2026

We have the best clients! 🍩 🎃 Thank you to our thoughtful clients who surprised us with locally made donuts and homemade pumpkin bars today. Your generosity made our day, and we’re so grateful for you. ❤️

09/29/2026

Thank you to the Grinnell Area Chamber of Commerce and the Chamber Ambassadors for joining us at our ribbon cutting today! We had so much fun sharing our story, introducing Prairie Oak Wealth, and talking about how we serve our clients. We love being part of the Grinnell community and look forward to helping Central Iowa families pursue their financial goals for many years to come.

09/11/2026

On this anniversary of September 11, I wanted to share a personal memory from that day and a lesson it continues to teach us about resilience, risk, and investing.

I was 24 years old and working on a trading desk for Wells Fargo in San Francisco. On the morning of September 11, 2001, I was getting ready for work when I turned on the television and saw reports that a plane had struck one of the World Trade Center towers.

I woke up my roommate, and together we watched events unfold in real time. A short while later, I boarded a bus to downtown San Francisco. The bus was full, but almost completely silent. This was long before smartphones, and no one seemed to know exactly what was happening or what would come next.

When I arrived at the trading desk, the atmosphere was surreal. The usual noise of ringing phones and market activity had been replaced by an eerie silence. People sat staring at screens, trying to reach friends and colleagues in New York.

One of the senior traders on our desk had been speaking with a trading partner at Cantor Fitzgerald when the first plane struck the North Tower. The call suddenly disconnected. He spent the rest of the morning trying unsuccessfully to reconnect. Later, we learned that he, along with hundreds of his colleagues at Cantor had been among those who lost their lives that day.

The markets never opened on September 11. When they reopened six days later, stocks fell sharply as investors grappled with shock and uncertainty. But beyond the immediate market impact, 9/11 exposed a vulnerability that few had considered: so much of the financial system was concentrated in one physical location.

In the years that followed, Wall Street, the exchanges, and financial institutions invested heavily in backup systems, redundancy, electronic trading, and disaster recovery planning. Markets became far less dependent on a single building or city.

Ironically, addressing that physical vulnerability created a new challenge. As markets became increasingly digital and interconnected, the focus shifted from protecting against physical disruption to protecting against cyber disruption. Today, one of the most significant threats discussed by regulators, exchanges, and financial institutions is the potential impact of a large-scale cyberattack on critical market infrastructure. The vulnerability has evolved, but the need to prepare for the unexpected remains the same.

The risks may look different today than they did 25 years ago, but one thing hasn't changed: uncertainty is part of investing. Time and again, markets have demonstrated an extraordinary ability to adapt, recover, and move forward.

Today, I remember those who lost their lives, the families forever changed, and the resilience that followed.

Where were you on September 11, 2001?

- Jessica Dillon

06/17/2026

We’re proud to share some exciting news! 🎉

Please join us in congratulating Paige on recently earning her Certified Financial Planner™ (CFP®) designation. This achievement reflects her continued dedication to professional excellence and her commitment to serving our clients at the highest level. 👏

Paige already held the highly respected Chartered Financial Analyst (CFA) designation, and adding the CFP® credential further broadens her expertise. While the CFA program provides deep knowledge in investment analysis and portfolio management, the CFP® designation emphasizes comprehensive financial planning—including retirement, tax strategies, estate planning, and risk management.

What this means for our clients:

- Enhanced holistic, integrated approach to your financial plan
- Enhanced guidance across all areas of your financial life
- Continued confidence that your strategy is built on the highest professional standards

We’re incredibly proud of Paige’s achievement and excited about the additional value she brings to the families we serve. Please join us in celebrating her hard work and dedication! 🌟

05/14/2026

05/14/2026

Client Shred Event- Today!

05/13/2026

Join us tomorrow, May 14th, for our client shred event! 📅✨Bring your sensitive documents for secure shredding and recycle and enjoy a light lunch and a chance to connect with our team.

Stop by anytime tomorrow from 11am to 3pm. We look forward to seeing you there! 😊

04/23/2026

We had a great time participating in the Grinnell Middle School career fair, connecting with over 200 7th and 8th graders! 🎉

In our session, “Money, Choices and a Job that Helps People,” we kicked things off with a fun question: what would you do if you were given $1,000 today? 💵🤔

In addition to sharing about our work as financial planners- we talked about what the average millionaire really looks like today—around 60 years old with a couple of kids, living in an average house and driving average cars 🚗🏠—not just the celebrities they see on TikTok or in movies. The big takeaway: most millionaires get there by making smart money choices, spending less than they make, and working, saving, and investing consistently over time 📈💡.

It was energizing to see how engaged and curious the students were! Thanks to GMS for inviting us—we had a great time!