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) 938-6700or (866) 809-6700 .
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
An increasing number have been developed to help individuals with their personal finances.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
What’s the deal with your yearly free credit report?
Here are six flags that may make your tax return prime for an IRS audit.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
What if instead of buying that vacation home, you invested the money?
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
Estate conservation is too important to put off. Do you have a smart exit strategy?