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 .
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Your DNA Test
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.
There are things about Social Security that might surprise you.
Life insurance proceeds are generally tax-free. But not in all cases.
Ascertaining the value of your business is important for a variety of reasons.
Building wealth requires protection from the forces of wealth destruction.
Term insurance is the simplest form of life insurance. Here's how it works.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How will you weather the ups and downs of the business cycle?
Taking your Social Security benefits at the right time may help maximize your benefit.
There are things you can do to keep yourself safe when you lose your wallet.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
Smart investors take the time to separate emotion from fact.