Understanding Today’s Financial Environment
Welcome! We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, saving for college, assessing your insurance needs, desiring to have a written retirement income plan, or looking to leave a financial legacy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please contact us at (402) 938-6800or (800) 317-3095 .
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Try these activities to keep your brain sharp.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A quick look at how federal income taxes work.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.