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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.

Do You Have Unclaimed Nebraska Property?
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Have you recently received a letter from the State Treasurer noting you have unclaimed property in Nebraska? In today's world, it might be hard to tell if the letter you've received is a scam, but there is one way to check if it's legitimate - perform an unclaimed property search. 
Student Loans Resume
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Part of providing for yourself after graduation may include repaying your student loans, which can be a major responsibility. If you're like most borrowers, you likely want to consider all of the options you may have for managing your student loan debt. Learn about one key strategy for tackling student debt in this short article.
When Should I Cash Out My I-Bonds?
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Wondering when you should cash out your I-Bonds? Learn more about how I-Bonds work and when you should consider cashing them out in this short article.
Mental Health & Your Money
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Whether money issues or uncontrollable circumstances was or is the cause of your or a loved one’s stressful relationship with money, it’s important to recognize that financial health can also affect a person’s mental health.
Unused 529 Plan Funds? You have options
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Not sure what to do with your unused 529 plan funds? In this article, we discuss five spending options to consider to avoid overfunding your 529 plan.
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.

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
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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
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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.
What You Need to Know About the FAFSA
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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
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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?
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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. 
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.

Inheritance Tax Update
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Check out this University of Nebraska article about changes to inheritance taxes in Nebraska.
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.

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.
Is Now the Best Time to Buy a Home?
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Life Insurance: Do You Have Enough?
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One Size Doesn't Fit All When it Comes to Claiming Social Security Benefits
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