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...
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...
After decades of disciplined saving, sacrificing, and planning, retirement is finally within reach. But for many people, that finish line comes with an unexpected feeling: anxiety. The paycheck stops. The accumulation phase ends. The nest...
Editor’s Note: This article was originally written shortly after the One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025. It has been updated as of July 2026 to reflect the official IRS...
Meet Emily, a self-employed 38-year-old cybersecurity consultant who just landed a string of high-profile contracts. Her income has skyrocketed to $450,000 a year, a far cry from her days as a mid-level IT analyst. She’s...
Before we discuss four charitable giving strategies, take a step back to ask yourself why you are giving to charity. Is it to lower taxes? If so, why are you trying to lower taxes? Generally,...