You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.
I recently had the opportunity to be a part of a panel of professionals who serve individuals and families to discuss the planning considerations of moving into a retirement living community. The webinar was sponsored by Eastmont in Lincoln, NE, which is considered...
The Stous family is now an official family. We bought a minivan. A minivan with one kid? Really? Why? That’s almost immediately what my sister asked, and you might be wondering the same thing. There are a few reasons, and I’d love to share some of them with you....
When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately. Then again, we’ve been given a lot of lemons lately. Many of our clients, friends, and family have encountered some really hard challenges. Things like temporary business...
I love finding money. Soon, I’ll be breaking out the shorts from my dresser drawers, and I’m hoping that I left a $20 bill in one of the pockets. It’s unlikely, because I rarely carry cash on me - I can’t miss out on earning travel points! But I do carry cash...
I have a lot of fond memories of Januaries in Nebraska. Snow storms (it’s actually snowing as I’m writing this), a Nebraska football bowl game (OK, maybe not recently), watching the Packers in the playoffs (I was born in Wisconsin, so don’t judge), and receiving a...
As taxpayers are finalizing their taxes for 2018, many are surprised to learn that this year is unlike previous years. Their return may not be as big as they thought, or they might find they actually owe money this year, but they’re used to getting a return. Tax...
Last month, I spoke with CNN about some pitfalls that should be avoided when using Donor Advised Funds. It was timely because as the end of the year approaches, many taxpayers are looking for ways to be less of a taxpayer. And Donor Advised Funds are sometimes a...
