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.
6/28/2025
Insurance Needs Assessment by Life Stage
Each phase of life introduces unique financial responsibilities and risks, making it essential to assess your insurance needs accordingly. Here's your guide to understanding the various types of insurance coverage that are crucial at different life stages.
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6/20/2025
Charitable Giving Ideas: What to Do with Your Money
Giving away some of your money is a great way to support the people and organizations you love. But there are smart ways to do it, minimizing your taxes and avoiding pitfalls along the way.
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4/11/2025
Saving Early & Letting Time Work for You
Dive into how starting your investment journey in your twenties can harness the incredible power of compounding, making time your most valuable ally on the path to a wealthy retirement.
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3/27/2025
Tax Planning Tips to Aim to Maximize Savings Before April 15th
Now is the time to ensure you're taking advantage of every opportunity to potentially maximize your tax liability and avoid last-minute stress.
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3/13/2025
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.
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2/20/2025
Understanding Emotional Investing
Let’s be honest. As markets rise and fall, as investors we all experience a pattern of emotions. It’s human nature. Awareness of these emotions and how we respond can help you prepare for and recognize some common behavioral biases.
The Importance of Discussing Financial Matters with Your Spouse & Loved Ones
Money is often considered a taboo topic, yet it plays a central role in our daily lives and relationships. Whether it’s with your spouse or other loved ones, discussing financial matters—including your will and estate plan—is essential.
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1/30/2025
When Should I Cash Out My I-Bonds?
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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1/15/2025
2025 Contribution Limits
𝗖𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 𝗹𝗶𝗺𝗶𝘁𝘀 𝗵𝗮𝘃𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝗱 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱! Be aware of the updated contribution limits for various accounts.
The Election & Your Portfolio: Navigating Uncertainty in 2024
As the 2024 presidential election looms, investors are grappling with uncertainty—should you be worried about your portfolio? Discover why historical trends reveal that political outcomes may not be as pivotal as you think....
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8/15/24
A Strategy to Aim Towards Boosting Your Wealth Transfer Plans
Taxpayers have a valuable opportunity to pursue tax savings through the strategic use of federal gift exemptions. Many taxpayers overlook the potential for significant tax savings through the annual gift tax exclusion...
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1/30/24
Harnessing Solo 401(k)s for Retirement Savings
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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Do You Have Unclaimed Nebraska 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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6/23/2023
Student Loans Resume
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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5/12/2023
When Should I Cash Out My I-Bonds?
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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5/1/2023
Mental Health & Your Money
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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4/25/2023
Unused 529 Plan Funds? You have options
Unused 529 Plan Funds? You have options
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.
4/12/2023
Marginal Tax Rates: Here's How They Work
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.
2/7/2023
Claim Your Nebraska Property Tax Credit
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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01/4/2023
The SECURE Act 2.0: How It May Impact You
The SECURE Act 2.0: How It May Impact You
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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11/7/2022
The Sandwich Generation
The Sandwich Generation
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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7/20/2022
Employer Retirement Plans: Benefits to You & Your Employees
Employer Retirement Plans: Benefits to You & Your Employees
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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5/24/2022
529 College Savings Plans: What Are They and How Do They Work?
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.
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4/4/2022
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.
1/21/2022
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.
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9/23/2021
Thinking About College? Start Planning Now.
Financial Advisor, Nathan Wyatt reflects on his own experiences with college planning and shares some tips to consider.
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Life Insurance: Do You Have Enough?
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2/2/2021
One Size Doesn't Fit All When it Comes to Claiming Social Security Benefits
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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
