Skip to main content
Acuity Financial, Inc.
menu
  • Home
  • About
    • Our Team
    • Our Process
    • Our Philosophy
    • Who We Serve
  • Our Services
    • Retirement Planning
    • Investment Planning
    • Insurance Planning
    • Employee Benefits for Business Owners
    • Planning for Business Owners
    • Small Business Retirement Plans
  • Moving America Forward
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Golden Field in the Middle of Iowa

Blog

Curtis Cloke | May 30, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Curtis Cloke | May 8, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

Read More
Curtis Cloke | May 1, 2023

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Read More
Curtis Cloke | Apr 24, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

Read More
Curtis Cloke | Apr 10, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Read More
Curtis Cloke | Mar 14, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Curtis Cloke | Feb 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Curtis Cloke | Feb 15, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Curtis Cloke | Feb 8, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Curtis Cloke | Jan 30, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
Curtis Cloke | Jan 24, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

Read More
Curtis Cloke | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Office

320 North 3rd Street
6th Floor
Burlington IA 52601

Contact Info

E: mgebhardt@acuityfinancial.com
P: 1-319-758-8484
F: 1-319-758-8587
TF: 1-800-942-1953

   

Get in Touch

The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions are those of the content creator and not necessarily those of the named advisor(s), JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Information is solely intended for recipients in jurisdictions where the named advisor(s) are licensed to engage the investing public. Investments and strategies mentioned may not be suitable for all investors. The named advisor(s) and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional. The S&P 500 and other such indices are unmanaged, do not incur fees or expense, cannot be invested into directly and individual investor’s results will vary. Past performance is no guarantee of future results. As with all investments, income generating programs, etc. various risks may exist and JWC/JWCA recommends you consult with your financial advisor prior to making any financial decisions.

320 N 3rd Street, 6th Floor, Burlington, IA 52601 | Toll Free: (800) 942-1953 | Local: (319) 758-8484

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Acuity Financial and JWC / JWCA are unaffiliated entities.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

JWC Financial Disclosures - JWC Advisor Disclosures

© 2023 Acuity Financial, Inc. All rights reserved.