Blog

Ross Polking Thumbnail Photo

Riverfront, Midtown, Blackstone, North Omaha, Aksarben, West Maple, West Farm, West Dodge near 192nd, growth is everywhere, and that’s only a fraction of the development around town. There is much to be proud of and excited about here in our community. That same growth and excitement can be found even further to the west of us on the gridiron. The mindset of Husker-nation has taken an up tick in confidence...

Read More

Moklestad Matt Profile Photo

I am a self-proclaimed member of what I like to call the “Van Clan”. No, I’m not part of the adventurous group of people that travel around the world in campervans. My wife and I just have a plain old minivan that we carry our three kids around in. Although not the coolest of vehicles, I’ll admit that it’s extremely practical, and the sliding doors are nice. However, our...

Read More

Caleb Brown

One of the most popular retirement plans is the beloved 401(k). This allows participants of the plan to make pre-tax or Roth contributions during their earning years. Also, employers generally will match contributions up to a certain percentage, giving the employees a major incentive to contribute. As of March 31, 2018, 401(k) plans held an estimated $5.3 trillion1 in assets. The “good old days” of pensions are gone, and it’s up...

Read More

Marcus Iwig

When it comes to retirement, the traditional pension slowly is becoming extinct. But for those who still have one, it’s a huge benefit and, typically, a key part of their retirement plans. There’s usually a number of decisions to make about how you take the pension. You often have the option to elect a lump sum payment or an income stream. If you take the income stream, you...

Read More

Wade Den-Hartog Profile Photo

Fall has arrived, and football season is upon us. The kids are going “back to school” or off to school for the first time. As a parent of a 19-month-old and a three-and-a-half-year-old daughter, it seems like we have plenty of time to save for future education goals. However, they grow up fast, and time seems to get away from us if we do not have a plan in place. There are...

Read More

Walt Mozdzer Profile Picture

Waaaaay back in 2003, the most money an individual could pass to their heirs without the burden of federal estate taxes was a measly $1 million. Today, the limit is $11.18 million. A married couple can pass just over $22 million free of Federal Estate Tax. Less than one in 10,000 estates will need to worry about paying estate taxes today. Only the truly wealthy need to worry about planning...

Read More

Marcus Iwig

Executives have an array of benefits that can be very effective in meeting their financial goals. One of those benefits is deferred compensation plans or, more technically, Nonqualified Deferred Compensation Plans. These plans typically are offered as an executive benefit to highly compensated individuals because 401(k) plans don’t allow highly compensated individuals to save as large a percentage of their incomes as most other employees. Each plan is different, so it’s important...

Read More

Brad Rempe, CFP®, AIF®

A few weeks ago, my wife, Annie, and I were having lunch with our 13-year-old son, Joe. Because he’s often curious about what I do at work, I decided to ask a question: Do you understand the difference between stocks and bonds? He had an answer which was generally correct but not entirely complete. So, I asked him to pretend he had started a company that manufactures video games. His company...

Read More

Brittany Heard, RP®

Joan of Arc, Sacajawea, Marie Curie, Eleanor Roosevelt, Rosa Parks, Princess Diana, Mother Teresa, Oprah, and many other women have influenced history greatly, because of things they accomplished and who they were. When I see these names, I feel discouraged, because I don’t see myself doing anything extraordinary like these women. I recently listened to a podcast that interviewed a woman named Dr. Kristy Archuleta, who went to college to become...

Read More