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 .
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
For homeowners who think their property taxes are too high, there are ways to appeal.
Earnings season can move markets. What is it and why is it important?
When to start? Should I continue to work? How can I maximize my benefit?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.