Dawney Financial, Inc

Dawney Financial, Inc Please see http://www.dawneyfinancial.com/ for full disclosures. This communication is strictly intended for individuals residing in the state of Iowa. Sarah J.

No offers may be made or accepted from any resident outside Iowa. Dawney Financial, Inc is EXCITED to join the thriving community of Winterset. Our office includes *Sarah J. Dory and Pamela Chipp. We are a resource for your Tailored Retirement Planning needs and independent insurance services including Health, Life and Long Term Care, Retirement and Social Security Planning. Our goal is to go Abov

e and Beyond your expectations! We look forward to serving you. Dory and Pamela Chipp


*Securities and Investment Advisory Services Offered Through Osaic Wealth, Inc Member FINRA/SIPC Dawney Financial Inc, is not affiliated with Osaic Wealth.

06/03/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

"The best time to plant a tree was 20 years ago. the second-best time is today"This timeless quote reminds us that while...
06/02/2026

"The best time to plant a tree was 20 years ago. the second-best time is today"

This timeless quote reminds us that while we can't go back and start saving, investing or planning for retirement earlier, we can always take action now. No matter where you are on your financial journey, taking the first step today can help create the retirement you've been working toward.

06/01/2026

As an employer, you may want to establish one or more retirement plans for yourself and/or your employees. Having a plan can provide significant benefits for both you and your employees (if any). There are many different types of retirement plans, however, and choosing the right one for your situati...

I scream, you scream we all scream for Ice Cream! 🍦💕What is everyone's favorite frozen treat to help beat this heat?!
05/29/2026

I scream, you scream we all scream for Ice Cream! 🍦💕
What is everyone's favorite frozen treat to help beat this heat?!

At our firm, retirement isn't just a milestone- it's the future you've worked hard to build. We're committed to helping ...
05/28/2026

At our firm, retirement isn't just a milestone- it's the future you've worked hard to build. We're committed to helping our clients create confident, personalized retirement strategies.

05/27/2026

Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

May is National Pet Month! Share your pets with us in the comments below!
05/26/2026

May is National Pet Month! Share your pets with us in the comments below!

05/25/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

Lots of schools have been released for summer! What are your plans for summer this year? ☀️
05/22/2026

Lots of schools have been released for summer! What are your plans for summer this year? ☀️

05/20/2026

The AMT is essentially a separate federal income tax system with its own tax rates.

Address

108 W Jefferson Street
Winterset, IA
50273

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15154626875

Website

https://rssa.com/analyst/sarah-dory/

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