2435 Kimberly Road 305 South, Bettendorf, IA 52722

563-344-9686
info@wealthqc.com
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Latest Articles

Retirement

  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • What to Expect in Your First Year of Retirement
  • Social Security: Maximizing Benefits
  • First Year of Retirement: What to Expect
  • Deciding When to Take Social Security
  • Women on the Rise

Investment

  • Alternative Investments - Going Mainstream
  • The Threat of Identity Theft
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • TIPS for Inflation
  • Mutual Funds vs. ETFs

Estate

  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities
  • Yours, Mine, and Ours: Estate Strategies for Second Marriages
  • A Living Trust Primer

Insurance

  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions
  • Assess Life Insurance Needs

Tax

  • How to Make the Tax Code Work for You
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Filing Final Tax Returns for the Deceased
  • What Is a 1035 Exchange?

Money

  • Buying vs. Leasing a Car
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You

Lifestyle

  • A Path to Serenity and Smart Money Choices
  • Changing Unhealthy Behaviors
  • How Boomers and Millennials Differ
 

Contact

Office: 563-344-9686

2435 Kimberly Road 305 South

Bettendorf, IA 52722

info@wealthqc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Merriam Rink and Jeffrey Peters, doing business under Wealth QC, offers investment advisory services through Ausdal Financial Partners, Inc. Wealth QC is not affiliated with Ausdal Financial Partners, Inc.

Ausdal Financial Partners is a registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

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Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC 5187 Utica Ridge Road, Davenport, IA 52807. (563) 326-2064 Wealth QC and Ausdal Financial Partners, Inc. are independently owned and operated.