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 .
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It sounds simple, but paying yourself first can really pay off.
Military families face unique challenges, making personal finance even more critical.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
How do the markets usually react to elections? Was the 2016 election any different?
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Would you guess that Millennials are effectively saving for retirement? Well, they are.