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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.

01/30/24
Harnessing Solo 401(k)s for Retirement Savings
silhouette of two farmers shaking hands in a field with the sunset behind them
In the world of farming and other self-employed occupations where you likely do not have an employer-sponsored 401(k) plan, securing a comfortable retirement can be a unique challenge. However, an increasingly popular option gaining traction among farmers and other self-employed individuals is the Solo 401(k). Learn more about this powerful tool in this short advisor insight. 
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08/21/2023
Do You Have Unclaimed Nebraska Property?
middle aged couple meeting with their financial advisor to claim unclaimed property.
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. 
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06/23/2023
Student Loans Resume
Photo of black graduation caps with red tassels in front of green trees blurred in the background.
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.
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05/12/2023
When Should I Cash Out My I-Bonds?
U.S. bills laid out on table
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.
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05/01/2023
Mental Health & Your Money
person sitting against a tree outside
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.
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04/25/2023
Unused 529 Plan Funds? You have options
black graduation cap on top of a pile of US currency
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.
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04/12/2023
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.

READ MORE
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02/07/2023
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.

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01/04/2023
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.

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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.
 
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09/14/2022
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

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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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04/04/2022
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.

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03/30/2022
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.
 
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01/21/2022
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.
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09/23/2021
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.
 
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06/21/2021
Is Now the Best Time to Buy a Home?
close up image of key in a door
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06/11/2021
Life Insurance: Do You Have Enough?
Dad, mom, and daughter hugging and smiling
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02/02/2021
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