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Insights from our Advisors

Life is Complicated...


Your finances don't have to be.  We are committed to sharing news, education and resources with you.  Below are some of our most recent discussions.

11/07/2022
The Sandwich Generation
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As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally.
 
 
09/14/2022
What You Need to Know About the FAFSA

To determine if you qualify or if your student qualifies for federal student aid, here's what you need to know

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07/20/2022
Employer Retirement Plans: Benefits to You & Your Employees
people at  a computer desk reviewing paperwork.
Offering a retirement plan to your employees can be a valuable tool to help attract and retain employees. Here are some more reasons to consider offering this incentive.
 
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05/24/2022
529 College Savings Plans: What Are They and How Do They Work?
child laying on floor while writing in a notebook
529 savings plans provide two significant federal income tax advantages: tax-deferred growth and tax-free withdrawals if used for qualified education expenses. Here is a practical example of how parents of a newborn might use a 529 plan to save for college expenses. 
 
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04/18/2022
Marginal Tax Rates: Here's How They Work
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Confused about how tax brackets work? Don't worry, you aren't alone. Learn more about how they work in this informational article.

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04/04/2022
Nebraska Homestead Exemption: Do You Qualify?
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If you are looking for a way to ease your property tax burden, the Homestead Tax Exemption may be good news to you.

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03/30/2022
Inheritance Tax Update
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Check out this University of Nebraska article about changes to inheritance taxes in Nebraska.
 
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03/17/2022
Get Familiar With These Crypto Terms
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Whether you are a skeptic, a believer, or just a casual observer, it can be helpful to understand the basics of how cryptocurrencies function.
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01/21/2022
Is Your Medicare Advantage Plan Not Working for You?
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If you signed up for Medicare Advantage and it’s not the advantage you thought it to be, you may have options.
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12/30/2021
Here is Your Checklist for 2022
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Here is a checklist that our advisors encourage all his clients to consider for 2022.
 
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09/23/2021
Thinking About College? Start Planning Now.
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Financial Advisor, Nathan Wyatt reflects on his own experiences with college planning and shares some tips to consider.
 
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06/21/2021
Is Now the Best Time to Buy a Home?
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06/11/2021
Life Insurance: Do You Have Enough?
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02/02/2021
One Size Doesn't Fit All When it Comes to Claiming Social Security Benefits
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1/5/2021
The Secure Act of 2019-
How it Impacts You Today
Man's hand holding pen above desk strewn with financial statements
Nathan Wyatt, Financial Advisor