Insights

Published by Ron Carson | @RCHusker Many financial advisors are worried about the new Department of Labor (DOL) rule requiring them to put their clients’ interests above their own financial gain when offering individual retirement advice. One big concern is that compliance will be burdensom …

It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?

Published by Mark Lookabill | @LookabillMark It is hard to believe that the 529 Plan is now 20 years old. I often receive the question, “Is a 529 Plan tax deductible?” Over the last two decades, the 529 Plan tax benefit has helped a number of taxpayers absorb some of the costs for college. …

The only thing worse than having a conversation about long-term care is not having a conversation about long-term care. A close friend of mine is currently faced with this issue as he grapples with his mom’s recovery from a recent medical incident.

Published by Paul West You can’t get to your destination if you don’t know where you are going. What is asset management? When you think about asset management, most people immediately think it’s all about how a wealth advisor invests your money.

With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…

Published by Beth Schanou A current estate plan is important to have in place for senior citizens.  This planning is just as vital for parents of minor children for two important reasons:  naming a guardian and arranging for the management of the children’s inheritance.

While you’ve probably already begun to enjoy pumpkin spice lattes, several types of pumpkin flavored beer, and most importantly – the start of football season, next week officially marks the first day of fall. As the calendar changes season and we get closer to the end of the year, now is a …

Published by Mark Petersen There are many people who rely upon themselves to do many tasks. In talking with them, one common refrain is, “No one will pay more attention to my stuff than I will.” The question then becomes, “Are you paying attention to the right things and/or are you consulti …

Remember the American Dream? Go to college, get married, work hard, buy a home, then have 2 kids, add a dog and cruise control. Times have changed and many people are well into their 30’s when they first consider purchasing a home for the first time.

Each day, thousands, if not millions, of factors influence market trends. These range from individual investors’ collective buy and sell decisions to whether a country’s central bank decides to buy back its own bonds.