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 Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
At what point can you call a personal vehicle commercial?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Don’t overlook the need for renter’s insurance if you rent your home.
Term insurance is the simplest form of life insurance. Here's how it works.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
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 bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?