What Is an RMD and What Should You Do With It? Financial Planning What Is an RMD and What Should You Do With It? One of the only times you hear someone receive a wad of cash and say…Ashlea Jones2025-11-17
“Financial Fitness” with Ashlea (Kleitsch) Jones – “Control what you can control, save what you can save, and…” Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – “Control what you can control, save what you can save, and…” One of my guilty pleasures lately is a British Baking Series on Netflix. I usually…Ashlea Jones2025-10-20
“Financial Fitness” with Ashlea (Kleitsch) Jones – “Why should we take interest in interest rate decisions?” Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – “Why should we take interest in interest rate decisions?” As I write this, the Fed has not announced interest rate cuts but the rumor…Ashlea Jones2025-09-17
“Financial Fitness” with Ashlea (Kleitsch) Jones – “People inherently love solving problems.” Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – “People inherently love solving problems.” Earlier this month, I was at the Bremer County fair at the Figure 8 Races.…Ashlea Jones2025-08-12
“Financial Fitness” with Ashlea (Kleitsch) Jones – “Can you believe football is almost here again?!” Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – “Can you believe football is almost here again?!” While football season is easy to love, it is also the most challenging part of…Ashlea Jones2025-07-08
“Financial Fitness” with Ashlea (Kleitsch) Jones – “Have no single point of failure. Have no single path to success.” Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – “Have no single point of failure. Have no single path to success.” Discipline is hard any day of the year but especially in the summertime and weekends…Ashlea Jones2025-06-11
“Financial Fitness” with Ashlea (Kleitsch) Jones – The Game of Life… Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – The Game of Life… At the end of each year, I have had the pleasure of partnering with Mr.…Ashlea Jones2025-05-15
Featured on Barrons- Juggling Motherhood and a Career: How 5 Financial Advisors Strike the Balance Financial Planning Featured on Barrons- Juggling Motherhood and a Career: How 5 Financial Advisors Strike the Balance Mother’s Day is this weekend, and it got us thinking about all the financial advisors…Ashlea Jones2025-05-15
“Financial Fitness” with Ashlea (Kleitsch) Jones – Volatility Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – Volatility As I write this on Thursday April 3rd, 2025: Trump Tariffs have taken effect, the…Ashlea Jones2025-04-29
“Financial Fitness” with Ashlea (Kleitsch) Jones – The other side of the table… Financial Planning “Financial Fitness” with Ashlea (Kleitsch) Jones – The other side of the table… The other side of the table... What do clients want to know when they think…Ashlea Jones2025-03-18