
Information, insights, and opinions on financial planning
Risk is not a four-letter word
Prudent risk-taking is the only way to achieve the modern concept of retirement.
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.
