Author’s Note (July 2026): We first published this article to explain a quirk of Nebraska law—that while the federal government treated private K-12 tuition as a “qualified” 529 expense, Nebraska did not. That has finally...
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...
Many life transitions come with financial planning opportunities or decisions. Job changes, selling a business, retirement, death, and divorce are just a few examples of when financial planning becomes more important. This quarter, we continue...
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
There are many financial planning rules of thumb, like how much to save for retirement or how much to spend on a house. How useful are they?
The presidential campaigns for the 2020 election have officially begun. The first debates for the Democratic party took place on June 26th and 27th, and as expected, the student loan crisis was a big topic...