Wheat in a field with blue sky

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.

Claim Your Nebraska Property Tax Credit

Regardless of your income tax situation, if you pay property taxes in Nebraska, you are eligible for a refundable income tax credit.

The SECURE Act 2.0: How It May Impact You
United States Capitol Building at sunrise.
SECURE 2.0 is intended to expand and increase retirement saving, especially for low-income and part-time employees. Financial Advisor Nathan Wyatt provides a summary of many of the changes in this insight.

The Sandwich Generation
mom, daughter, and grand daughter looking at an image
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.
What You Need to Know About the FAFSA
three separate images of three separate people at different life stages. One in high school, one with a child, and one as a single adult
To determine if you qualify or if your student qualifies for federal student aid, here's what you need to know

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.
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. 
Marginal Tax Rates: Here's How They Work
several wicker baskets with transparent falling money overlayed
Confused about how tax brackets work? Don't worry, you aren't alone. Learn more about how they work in this informational article.

Nebraska Homestead Exemption: Do You Qualify?
Mature couple in kitchen with coffee
If you are looking for a way to ease your property tax burden, the Homestead Tax Exemption may be good news to you.

Inheritance Tax Update
Image of a person using a calculator with one hand and writing notes with their other hand.
Check out this University of Nebraska article about changes to inheritance taxes in Nebraska.
Get Familiar With These Crypto Terms
cryptocurrency tokens
Whether you are a skeptic, a believer, or just a casual observer, it can be helpful to understand the basics of how cryptocurrencies function.
Is Your Medicare Advantage Plan Not Working for You?
Close up image of man using a tablet.
If you signed up for Medicare Advantage and it’s not the advantage you thought it to be, you may have options.
Here is Your Checklist for 2022
hand holding a pen checking a square box on paper
Here is a checklist that our advisors encourage all his clients to consider for 2022.
Thinking About College? Start Planning Now.
Picture of a college lecture hall
Financial Advisor, Nathan Wyatt reflects on his own experiences with college planning and shares some tips to consider.
Is Now the Best Time to Buy a Home?
close up image of key in a door
Life Insurance: Do You Have Enough?
Dad, mom, and daughter hugging and smiling
One Size Doesn't Fit All When it Comes to Claiming Social Security Benefits
mature couple laughing and sitting on a bridge over the water
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