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...
Today we’re kicking off this quarter’s education series – Financial Considerations Upon Retirement. The first post in this series discusses issues related to cash flow and taxes. There are several issues to think about before...
This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1...
This is the second in a three-part blog series related to financial items to consider if your spouse passes away. This post takes a look at insurance and cash flow. Part 1 focused on financial...
Recently, we’ve been hearing a lot of headlines about how the market keeps reaching all-time highs. In fact, as of September 2nd, the S&P 500 had reached a closing high 54 times in 2021. A...
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?