Upcoming events

Money Management Class: Insurance 101

Know what to own and know what to pass on.

Mike Finley

Monday, October 3rd

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Investment Class: Asset Allocation Part II

The Portfolio is the thing!

Mike Finley

Tuesday, October 4th

5:30pm - 7:00pm

Maucker Union on the UNI Campus in the University Room in the Basement

Retirement Class: Making the Most of Social Security

It is time to make an informed decision!

Mike Finley

Wednesday, October 5th

5:30pm - 7:00pm

Waterloo Library Main Conference Room

The path to financial freedom

A better life awaits those who are ready to walk the path

Mike Finley

Saturday, October 8th

10:00am - 11:30am

Zoom Presentation: Contact Mike for the link

There are many more events/classes in the upcoming months. Click below to see the full list, and filter by month or class type if you wish.

See all events

Books by mike finley

Financial Happine$$

What Color is the Sky


Now What?

Quote of the Week

“Investors, like pilots, operate in a complex environment. The environment occasionally produces moments of stress… The primary cause of investor failure is the behavior of the investors themselves. Many of them are their own worst enemy. To put it bluntly, they haven’t yet learned to resist the overwhelming urge to do stupid things with their money. Investors, like pilots, can benefit from disciplined, rational, and logical thought processes when the pucker factor rises.”


Frank Armstrong III


The Informed Investor

the stamp of approval

If you take control of your life, by taking control of your money, you won’t need this stamp. However, if you are awarded this stamp, you will have been inducted into an exclusive group, known as the FinHeads.

Stuff the lawyer wants me to say: Investing outside a bank or a credit union is not FDIC insured. You may lose the value in the investments you select. All information provided here is for informational purposes only. It is not an offer to buy or sell any of the securities, insurance products, or other products named. Translated: I am not selling anything! Educate yourself, research the information that you learned and finally make the right decisions that will benefit you and your family going forward.

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