by Daniel Stous | May 30, 2024 | College Saving, Money Management
Author’s Note 5/16/2024: It is our understanding that the information below regarding Nebraska’s 529 plan is still current, and state legislation has not changed. However, rules can change. Please reach out to us if you are ever unsure of how the rules...
by Daniel Stous | Feb 7, 2024 | Business Advice, Insight, Retirement
For those who are self-employed, retirement savings should be at the forefront of your mind. You’re in the driver’s seat, and your options are plentiful to ensure a good fit for your business. But understanding what’s best for your situation can be confusing. This...
by Daniel Stous | Jan 17, 2024 | Business Advice, Insight, Retirement, Taxes
Throughout our blog series about retirement plans for the self-employed, there has been a lot of “either this or that.” Simple IRA or SEP IRA? Solo 401(k) or SEP IRA? Roth IRA or Traditional IRA? Typically, business owners will choose one type of retirement...
by Daniel Stous | Nov 24, 2023 | Business Advice, Insight, Retirement
For self-employed individuals, there is no shortage of options when selecting a retirement account to pair with the business. We’ve discussed characteristics and pros and cons of Traditional and Roth IRAs, the SEP IRA, and the SIMPLE IRA. In this article, we’re...
by Daniel Stous | Jun 15, 2023 | Insight, Retirement
Retirement marks a significant milestone in life, but it also brings its own set of unique issues for couples. As partners transition from their careers into this new phase, they may encounter various relationship challenges that require thoughtful navigation. From...
