by Danny Clare | Nov 1, 2023 | Insight, Retirement
One of the best parts of being a financial advisor is participating in the important decisions our clients make and the privilege of offering advice in those discussions. Of the decisions in our clients’ lives, one of the most significant is whether to stay in their...
by Danny Clare | Jun 2, 2023 | Retirement, Taxes
Retirement is a time of significant financial change, and it’s important to have a tax planning strategy in place to make the most of your retirement income. Many of our clients have what we call “gap years” in the early years of their retirement before they claim...
by Danny Clare | Jan 10, 2023 | Insight, News, Retirement, Tax Legislation
December of 2022, Congress passed a major spending bill, with seemingly endless changes to retirement account rules. The changes are being dubbed SECURE Act 2.0, a nod to the major changes that were passed in the SECURE Act from December 2019. Many of the changes in...
by Danny Clare | Mar 15, 2021 | Team
When I was 12 years old, I remember walking through neighborhoods, doorstep to doorstep, meeting complete strangers yet walking away feeling a sense of comfort. As my Dad was campaigning to become a Nebraska Regent, I learned from an early age that Nebraska is full of...
