First Serve Financial

Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.

States That Won't Tax Your Retirement Income in 2026 Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.

College planning is about more than just filling out a form; it’s about aligning education goals with your family’s broader financial picture. FAFSA deadlines are a natural time to review options and help make sure you feel confident about what comes next.

If you have a child preparing for college and want to understand how financial aid fits into your overall plan, I’m here to help you think it through — today and for the years ahead. Visit our website at www.firstservefinancial.org or schedule a complimentary consultation.

Is your current plan setting you up for the retirement you imagine?
Visit our website at www.firstservefinancial.org.
Register for a free retirement planning workshop at a library near you.
No sales. No pitches. Education only.

Qualifying life events happen year-round and often create natural Affordable Care Act (ACA) insurance opportunities. Our team helps you build a strategy to spot these moments early and proactively start meaningful conversations with your clients.
Want help building a proactive strategy around these moments?

Give us a call! Initial consultations are always complimentary.

Think it’s too late to build a retirement nest egg? You might be surprised what a solid plan can do. To get in touch, contact our office at 563-223-8887 today.

Initial consultations are always complimentary!