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 .
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding how a stock works is key to understanding your investments.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
When do you need a will? The answer is easy: Right Now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How do the markets usually react to elections? Was the 2016 election any different?
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn how to harness the power of compound interest for your investments.