Jed Mengel, CLU, RICP

06/01/2026

This Months Financial Reminders

Take a look at your "sources and uses" of money. Is it what you expected, or are you considering making adjustments?

Don't forget second-quarter estimated income tax payments are due by June 17th.

05/29/2026

05/21/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

05/19/2026

As summer approaches, it's important to manage your finances wisely. Here are some tips:

1. Create a budget for summer expenses and stick to it.

2. Find ways to save on summer essentials.

3. Explore cost-effective entertainment options.

By being mindful of your spending, you can make the most of the summer season without financial worries. Contact me at 515-267-2673 and I can help you make this summer unforgettable without financial worries!

05/14/2026

Is your portfolio working as hard as it could be? Comprehensive financial planning goes beyond investment management to ensure your entire financial picture is optimized for growth and long-term success.
Here’s how we can help:

* Consolidation Opportunities: Streamline your investments for greater efficiency and tailored oversight.

* Holistic Solutions: From retirement planning to tax-efficient strategies, estate planning strategies, and risk management, we address every aspect of your financial priorities.

* Personalized Strategies: Align your wealth with your unique goals to maximize efficiency and protect your legacy.

Reach out to me today at 515-267-2673 to explore how aligning more of your assets can help you achieve your financial ambitions. I am more than happy to help!

05/12/2026

Planning your financial future? A financial professional can make all the difference. With personalized strategies and ongoing support, we'll help you navigate life’s changes and stay focused on your goals. Let’s build your path to financial confidence—together. By understanding your unique financial goals we can create personalized strategies that align with what is important to you. Reach out to me today at 515-267-2673 to schedule a consultation, I'd be happy to assist you!

05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

05/07/2026

Spring Clean Your Financial Life

Spring is a great time to refresh more than just your home—it’s also the perfect opportunity to tidy up your financial life. A seasonal financial check in can bring clarity, reduce stress, and help ensure your money is aligned with your current goals.
Here are key areas to review this spring:

• Declutter accounts: Consolidate old bank or retirement accounts, close unused credit cards, and organize online logins.

• Review spending: Identify unused subscriptions and expenses that no longer serve you.

• Refresh your budget: Update cash flow, savings targets, and emergency funds based on current income and priorities.

• Revisit goals: Life changes—your financial goals should too. Make sure timelines and priorities still fit.

• Check investment alignment: Ensure your strategy and risk level still match your objectives.

• Update insurance coverage: Review policies and beneficiary designations to reflect life changes.

• Organize documents: Keep important financial and legal documents secure and easy to access.

Spring financial cleaning doesn’t require a complete overhaul. Even small adjustments can make a meaningful difference and set you up for a stronger year ahead.

If it’s been a while since your last financial review, now is a great time. Reach out to me today at 515-267-2673 to schedule a spring financial check up to help ensure your plan is organized, up to date, and aligned with what matters most to you today.

PPG-8905867.1(05/26) (Exp.05/30)

05/05/2026

Budgeting and saving start with a few smart habits:

✔️ Track spending
✔️ Aim to cut unnecessary expenses
✔️ Set clear goals

Small steps today can help build a financial foundation for tomorrow.