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Happenings

Lincoln Investment Solutions Premier Accounts Statement Redesign

08/04/2022 | Lincoln Investment has redesigned your account statements, with the most recent July statement.  The prior statements included much duplicate information on various sections of the statement.  The new design will reduce duplicate information, and provide less clutter in report the transaction section.  We believe this is a significant improvement.

Do you receive a lot of statements in the mail from Lincoln Investment?

Lincoln Investment offers the option for e-delivery of your account information.  Instead of paper statements via postal mail, you may receive an email notification that a new statement is available in your Lincoln Investment website.   The e-delivery option may help you reduce your mail clutter, while their website provides convenient updates of your accounts and historical statements.    

Knox Financial Services also provides you with your Personal Financial Website, where your account information is updated daily from Lincoln Investment.  In addition, you may receive an optional weekly update of your accounts, link other accounts you may own outside of Lincoln Investment, including bank accounts, credit cards, and other assets and and liabilities, for a complete view of your financial situation.  Your website tracks your investment history and allows a future look of what your finances may look like in the future.  It is the same technology we use for financial planning.  

For a tour of your Personal Financial Website, contact our Client Service Team to active your site.  I think you may like what you find -Jason Knox

 

Wadena Corn Fest Is Friday, August 5th, 2022

2022 is the 16th annual Wadena Corn Fest.   Friday, August 5th, 5:00pm - 9:00pm at Barney's in Wadena.   Visit Us On Facebook for more details. 

The event is open to the public.  Complimentary sweet corn and brats are served while supplies last.   Drinks not included. Not responsible for accidents. The Corn Fest supplies are provided by sponsors.  All donations received will be forwarded to the Wadena-Illyria Fire Department, Wadena Legion and Wadena Public Library.

 Sponsored by Knox Financial Services, G.W. Bond & Co., Inc., and Barney's.  We look forward to seeing you there!

Celebrating Anniversaries

Celebrating Anniversaries

08/01/2022:  Jason Knox celebrates more than 25 years in the financial services industry.  "I have always enjoyed finding Solutions for our clients.  I believe I found the best career early!  With all the changes I have seen in the past 25 years, I am confident the future will bring even more innovation in the ways we help clients achieve their goals."

Knox Financial Services is also celebrating our 5th anniversary.  After 20 years of working at another firm,  Jason wished to provide innovative services for clients.  In 2017, Jason and Amber Knox started their own financial planning and wealth management firm, Knox Financial Services.  We utilize innovative technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda.  We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop Solutions when working with our clients.

Knox Financial Services Wishes Well To Team Member

08/03/2022  |  Jackie Harless will depart Knox Financial Services to devote more time to her home and family.  Jackie has been a great member of our team.  She has shown dedication, hard work, professionalism and commitment to serving our clients.  Thank you Jackie!  We appreciate your knowledge and experience.  We enjoyed our time working with you.  We wish Jackie the best of luck with her future endeavors.  We are sure she has a bright path ahead.

Choose eDelivery For Your Lincoln Investment Statements

Choose eDelivery For Your Lincoln Investment Statements

07/11/2022  | Lincoln Investment account owners have the option to receive their statements and regulatory documents via postal mail or eDelivery.

With eDelivery, you receive notification a new document is available in your Lincoln Investment Investor Website.  The statement is not included in the email for security, the email is a notification a new statement is available in your website.  With eDelivery, you receive your statements days sooner than postal mail.  Your website also stores historical statements for later reference.

Regulatory documents, like prospectuses and disclosures may be sent via eDelivery as well.  Reduce the mailbox clutter!

We seek to provide information about your accounts that is useful to you.  We provide services that allow you to access the information about your account that is most important to you:  

  • With your Personal Financial Website, you may elect to have a weekly email sent to you with updates about your account.  Login anytime to see your account balances and history, and so much more!
  • With your Wealth Reporting website, additional information about your account is available at any time, including performance, asset allocation, and benchmark comparisons.

Our Client Service Team will work with you to provide the service, or combination of services that provide you with timely information about your account.  



New Tax Laws for Iowa

On March 1, 2022, Governor Reynolds signed into law Iowa’s most significant tax reform bill in state history, establishing a 3.9% flat income tax rate, eliminating state tax on retirement income, reforming corporate income tax and more.

Lincoln Investment Recognizes Jason Knox as Nick's Roundtable Qualifying Member

May 30 - June 3, 2022  |  Vail, CO:  Lincoln Investment recognized Jason Knox as a qualifying member of their top recognition club, Nick's Round Table. 

Lincoln Investment recognizes financial advisors who have achieved the firm's annual qualifying criteria based on overall production, new clients, advisory accounts and assets under management. Lincoln Investment honors them for their dedication to helping people retire well by presenting them with these awards.  

The Nick's Roundtable gathering includes meeting with Lincoln Investment's President, top leadership, investment analysts, other Lincoln Investment staff, as well as opportunities to share information with other top advisors.   Jason commented "Lincoln Investment is a great partner in providing exceptional resources and technology that help us better serve our clients.  I have enjoyed our relationship with Lincoln Investment since August, 2010, and look forward to the future."   

 Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.

Congratulations Nick!

Congratulations Nick!

May 15, 2022  |  West Union, IA: Nick completed his senior year at North Fayette Valley!   Nick plans to attend Upper Iowa University in the fall and pursue sports therapy.  We are proud of the many accomplishments Nick has achieved and the fine young man he is.  

“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You're on your own. And you know what you know. And YOU are the one who'll decide where to go...”


― Dr. Seuss, Oh, the Places You'll Go



Our Assistance Center Offers More Ways To Communicate, Initiate Requests And Includes Online Resources

05/04/2022  |  The Knox Financial Services Client Service Team is available during our regular business hours by calling 1-877-566-9468, option 1; email service@knoxfin.com; or text 563-412-4770 and are ready to assist with your requests.

Our Assistance Center provides tools for you to to initiate many requests, such as providing us with updates, send messages or files, schedule an appointment, sign up for newsletters, use our online planner and more!  Our Assistance Center is open 24/7 for your needs.

We take pride in our personal service and having our Team available for our Clients requests.  We also recognize that some prefer to do business electronically, utilize the convenience of online requests, or start their requests at their own desired time, which may not match our office hours.   You may now call, email, text, or get started online, whichever is most convenient for you.

As always, if you have questions, please call 1-877-566-9468 and speak with a member of our Client Service Team, email service@knoxfin.com; text 563-412-4770, or visit our Assistance Center.

Knox Financial Offers New Office Hours 

04/05/2022  |  Decorah and West Union, IA:  Our new office hours are:

Decorah

By Appointment and: 

  • Monday            8:00 AM to 5:00 PM
  • Tuesday           8:00 AM to 5:00 PM
  • Wednesday     8:00 AM to 5:00 PM
  • Thursday         8:00 AM to 4:00 PM
  • Friday              8:00 AM to 3:00 PM

West Union

By Appointment and: 

  • Monday           8:00 AM to 5:00 PM
  • Tuesday          8:00 AM to 5:00 PM
  • Wednesday    8:00 AM to 5:00 PM
  • Thursday        8:00 AM to 4:00 PM
  • Friday             8:00 AM to 3:00 PM

With Cyber Threats Increasing, We Are Enhancing Our Process For Sending Information To You!

03/03/2022  | As a result of Russia invading Ukraine, the U.S. Cybersecurity and Infrastructure Security Agency (CISA) has released guidance regarding the potential for significant cyber threats to US. critical infrastructure.    Scammers are becoming even more persuasive at using deception and other tactics, to lure one into divulging their credentials, and potentially opening them up to cyberattack and potential theft. 

At Knox Financial Services, we take great care in protecting our clients information.   We have employed security technology for sending documents to our clients since we started our firm.  We believe that we must continually evolve to continue to protect your information.  To further help secure the way we communicate your important documents with you, we are changing the way we send information to you. The new process is a minor change in how you access the documents we send to you, while the technology helps keep your information secure.  

We are providing this information to you in advance, so you may be aware that when you receive a document from us, the delivery method may appear different from prior communications from us.  If you have questions, please call 1-877-566-9468 and speak with a member of our Client Service Team. 

Knox Financial Services offers Cardiopulmonary Resuscitation (CPR) Training Class

03/05/2022  |  Knox Financial Services hosted CPR training for 18 clients and guests.  All received their CPR Certification after completing the course.   Thank you to all that attended.  We really enjoyed our day with you.

We hope you never have a need to use CPR.  If you do, we hope our CPR training will give you the guidance, knowledge, and confidence to help someone. 

We are again offering a certified Instructor led training class on Saturday, November 5, 2022.  By completing the class and meeting the requirements, as determined by the Instructor, you are eligible for the Certificate of Completion.  

Knox Financial Services is assuming the cost of the CPR training and certification for our clients and their guests that register and attend the class.  To learn more, or to register, visit our CPR Training page. 

2021 Annual Market Review is Available

January 04, 2022  |  Our 2021 Annual Market Review is now available.   To view our other economic and market resources, or to sign up for our weekly, monthly, or quarterly market newsletters, visit our Knox Financial Services Economic and Market Review page. 

Save the Dates for 2022

December 14, 2021  |  Our 2022 Calendar is now available.  Please save the dates for 2022, including holidays, our SXS Journey, Corn Fest, and holiday open houses.

2022 Key Numbers Guide

December 06, 2021  |  Our 2022 Key Numbers is a handy guide for retirement plan contribution limits, tax tables, capital gains tax rates and more.  Please download your copy for a handy reference guide.

Lincoln Investment Recognizes Jason Knox as Hall of Fame Qualifying Member

December 8-12, 2021  |  Marco Island, FL:  Lincoln Investment recognized Jason Knox as a member of their Hall of Fame.   Qualifying members achieved Lincoln Investment's top recognition clubs, Nick's Round Table or President's Club, for ten years.  Jason achieved the Hall of Fame in the shortest time possible.  These awards recognize those Lincoln Investment financial advisors who have achieved the firm's annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well by presenting them with these awards.  

Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.

Our Process
Our History
Our Values
Our Resources

Happy Thanksgiving!!!

November 22, 2021  |  We gather on Thanksgiving to be thankful for what we have, for the family we love, the friends we cherish and the blessing that will come.  May this day be a reminder of the wonderful things in life.  Happy Thanksgiving from all of us at Knox Financial Services.

Introducing your Personal File Safe - A Safe Place For Your Important Documents 

October 14, 2021  |  With you so many important documents and files, our financial lives and all of the paperwork often becomes complex.  Knox Financial Services provides our clients with their own secure online folder as a place to store your files.  This provides an easily organized way to backup your files and documents, and allows you to to access them at any time, on any device, with your unique login. 

Our Personal File Safe file system may be a place to store copies of your will, power of attorney, deeds, titles, vital records, tax-returns, pictures, or other files and documents that are important to you.  You may upload your files directly from your computer or device.  If you have documents in paper form, please contact our Client Service Team to arrange a time to scan your files at one of our office locations.  We will upload these files to your Personal File Safe.

Visit Personal File Safe for more information.

Social Security Announces 5.9% Benefit Increase for 2022

October 13, 2021  |  ssa.gov:  Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 5.9 percent in 2022, the Social Security Administration announced today.  Increased payments will begin on 12/30/2021.  Social Security and SSI beneficiaries are normally notified by mail in December about their new benefit amount.  

The maximum amount of earnings subject to the Social Security tax (taxable minimum) will increase to $147,000 from $142,800.

To learn more, visit: https://www.ssa.gov/cola/


Please Pardon our Progress - West Union

October 18, 2021  | West Union, IA:  Repaving our of parking lot is completed!  Thank you for your cooperation.  

Our Process
Our History
Our Values
Our Resources

Knox Financial Services Fall 2021 SXS Journey

October 2, 2021  |  Northeast Iowa:  Great people, great scenery, great fun!  Thank you to all that attended our Fall 2021 SXS Journey.  We enjoyed spending our day with you and hope all had a wonderful day.  Thank you again for the many gracious land owners that allowed us to enjoy the great outdoors.

See Pictures from our SXS Journey

Knox Financial Casual Days Help Local Organizations   

October 1, 2021  |  West Union, IA: Knox Financial team members enjoy casual dress on Thursdays & Fridays.  Each team member is making a contribution to a local charity each month, with Knox Financial matching all team member contributions.   

With our casual dress on Thursdays and Fridays, please know we will continue to maintain our focus on client's needs.  When you are in the office, ask our team members about the organizations we support.   Helping great organizations and having fun- a winning combination! 

December, 2021:     Parent Share & Support Adopt a Family 2021

November, 2021:    North Fayette Valley Fine Arts Booster Club

October, 2021:        West Union Festival of Lights

September, 2021:   North Fayette Valley Athletic Booster Club

August,  2021:       Humane Society of Northeast Iowa

July, 2021:              West Union Volunteer Fire Department

June, 2021:             Turkey Valley Community School District Student Guidance Funds

May, 2021:              Echo Valley Trap Team

April, 2021:             North Fayette Valley Post Prom

March, 2021:          North Fayette Valley Community Coalition

February, 2021:      West Union Parks and Recreation

January, 2021:        Turkey Valley Trap Range

December, 2020:    Wadena Lighted Cross

November, 2020:    Friends of the Library of West Union

October, 2020:        Friends of the Decorah Public Library

September, 2020:   North Fayette Valley Athletic Booster Club

August, 2020:         North Fayette Valley Fine Arts Booster Club

July, 2020:              Winneshiek Medical Center Foundation– Home Health & Hospice

June, 2020:            Humane Society of Northeast Iowa

May, 2020:              West Union Iowa Volunteer Fire Department

April, 2020:             South Winneshiek Area First Responders

March, 2020:          Retrieving Freedom

February, 2020:      NEICAC Food Pantries

January, 2020:        Palmer Memorial Foundation


Thank You for your Cooperation with our Sidewalk Project

September 7, 2021  |  West Union:  Thank you for your cooperation while we improved our office entrance.   We appreciate your willingness to work around our front door being closed while the sidewalk was replaced.  

The parking lot replacement is scheduled for October.  We will notify you of the planned dates, so we may schedule around our parking lot being unavailable.  Thank you for being patient with our progress. 

Our Process
Our Values
Our History
Our Resources

Share your documents securely with Knox Financial Services 

July 7, 2021  |  Decorah, IA & West Union, IA: Knox Financial offers a secure tool to share your files and documents with our team.   Visit Knox Financial File Share to upload your files and documents directly to our Team.   

Virtual Tour of our West Union location

July 7, 2021  | West Union, IA: Visit Knox Financial Services West Union Office to see a virtual tour of our West Union, IA location. 

Knox Financial Services SXS Journey 

June 26, 2021  |  Northeast Iowa.  Clients and guests enjoyed our Spring 2021 SXS outing. The day included a scenic tour of northeast Iowa, some rain, some sun, a birthday celebration, amazing off-road tours, and a delicious meal.  In lieu of an entry fee, donations were made to local Fire Departments - helping great organizations while having fun!  Thank you to all that attended, we really enjoyed our amazing day with you. 

Our next scheduled SXS ride is Saturday, September 11, 2021.  This event will start at our West Union office location.


See Pictures From Our SXS Journey
Congratulations Nate!

Congratulations Nate!

June 20, 2021  |  West Union, IA: Nate completed his senior year at North Fayette Valley!   Nate plans to attend Upper Iowa University in the fall and pursue education.  We are proud of the many accomplishments Nate has achieved and the fine young man he is.  

"Go confidently in the direction of your dreams!  Live the life you have imagined!"  

-Henry David Thoreau



New Interns Join Knox Financial Services

New Interns Join Knox Financial Services

May 27, 2021  |  Decorah & West Union, IA:  We are pleased to announce our additional staff for summer, 2021.  This group will assist with several technology upgrades and be available for client service requests. 

Ally Fink is a recent Upper Iowa University graduate.  Ally is originally from Joilet, Illinois, which is a suburb of Chicago. 

Lauren Griffith is senior at the University of Dubuque. Lauren is from Waukon, IA, but recently moved to West Union, IA. 

Mallory Steege is a senior at the University of Northern Iowa. Mallory is from Denver, IA, but lives in Cedar Falls, IA. 



Learn more

Steffani and Terry welcome new addition to their family!

May 26, 2021  |  West Union: Steffani is our Branch Administrator.  On Wednesday,  May 26, 2021, at 4:40 pm a healthy baby girl joined Steffani and Terry's family.  She weighed 7lbs 5 oz.  Both the baby and Steffani are doing well.  Steffani plans to return to the office on 9/1/2021.

Congratulations Steffani and Terry!

Lincoln Investment Recognizes Jason Knox as Hall of Fame Qualifying Member

February 2, 2021  |  Fort Washington, PA:   Lincoln Investment recognized Jason Knox as a member of their Hall of Fame.   Qualifying members achieved Lincoln Investment's top recognition clubs, Nick's Round Table or President's Club, for ten years.  These awards recognize those Lincoln Investment financial advisors who have achieved the firm's annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well by presenting them with these awards.  

Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.

Knox Financial Says Goodbye to Our Little Buddy, Tucker.

Knox Financial Says Goodbye to Our Little Buddy, Tucker.

May 18, 2020  |  Madison, WI:  Tucker passed away peacefully after a brief illness.  Tucker was our canine Greeter and Chief Fun Officer (CFO) from 2009 to 2020.  Tucker assisted in the establishment of our Decorah and West Union office locations.  When Tucker visited our offices, he would greet our guests, guard the door, enjoy resting in the sun, and alert our team to anyone or anything that passed by.  He would also remind our team when it was time for ear scratches or a treat.  Tucker always brought smiles to our faces.  Dearly missed, always loved, forever in our hearts.  We love you, Tucker! 

Visit Tucker's Memorial Page

Jason Knox visits Lincoln Investment Office

March 4, 2020  |  Fort Washington, PA: Jason Knox visited Lincoln Investment's corporate office, meeting with members of Lincoln's Investment Management & Research, Advisor Consulting, Compliance, and Branch Service departments.