
Information, insights, and opinions on financial planning

Make the most of your inherited IRA

Know the rules when you inherit an IRA

The benefits of stepped-up tax basis

Do this before you create (or update) your will

Tax changes in 2025 | SECURE Act 2.0

Nebraska income tax 2025: What you need to know

Why is Edward Jones being fined by the State of Nebraska?
Which tax forms do I need? When will I get them?

Busting three common tax myths
How to make your New Year’s Resolution stick

The best gift for kids

Just buy the haystack: 3 benefits of index investing

How are my investments taxed?

How do my investments create income?

Investing terms, defined

What is a capital gains distribution?

5 tax moves to consider by the end of November

Can I DIY my retirement?
I’ve created a framework for evaluating whether or not you should DIY.

Do I need life insurance after age 60?
Find out why you may not need that life insurance policy in retirement.

How to avoid taxes when giving
