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Blog

Terry Cross | Dec 28, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Terry Cross | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Savings
Terry Cross | Dec 14, 2021

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock
Terry Cross | Dec 7, 2021

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

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Finding the Right Financial Advisor
Terry Cross | Nov 30, 2021

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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stock
Terry Cross | Nov 23, 2021

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

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Terry Cross | Nov 16, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Terry Cross | Nov 9, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Terry Cross | Nov 2, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Stock Writing
Terry Cross | Oct 26, 2021

Why Financial Literacy is Important

Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Terry Cross | Oct 19, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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An exit sign in a modern office building
Terry Cross | Oct 12, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Pagination

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2619 Northridge Parkway
Ames IA 50010

Contact Info

515-233-3905
tcross@crosswealth.com

     

Get in Touch

Terry D. Cross, President, and Financial Advisor. 

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