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.
529 College Savings Plans: What Are They and How Do They Work?
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
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?
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
Check out this University of Nebraska article about changes to inheritance taxes in Nebraska.
Get Familiar With These Crypto Terms
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?
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
Here is a checklist that Financial Advisor, Travis Pieper, encourages all his clients to consider for 2022.
Thinking About College? Start Planning Now.
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?
Life Insurance: Do You Have Enough?
One Size Doesn't Fit All When it Comes to Claiming Social Security Benefits
The Secure Act of 2019-
How it Impacts You Today
Nathan Wyatt, Financial Advisor