
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.
