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Couple turns to Dupaco Financial Services for investment guidance
As soon as Wayne Konrardy retired five years ago, he turned to his first order of business. “I switched my 401(k) right to Dupaco Financial Services,” said Wayne, of Dubuque. “That was the first thing I wanted to do.” Wayne, whose…
Member builds relationship with First Community Trust
When Janice Wright retired after 46 years at Hy-Vee, she started revisiting her financial life. Wright, of Waterloo, wanted to move her retirement savings to an account closer to home. She also sought estate-planning guidance. Wright first turned to her longtime financial institution,…
Consolidating investments saves time and more
When it comes to investing, the old saying applies: “Don’t put all your eggs in one basket.” But you’ve got to know where your baskets are – and what’s happening in those baskets. That’s where a trusted investment advisor is…