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December 2018 Market Recap

Financial markets experienced much volatility during the 4th quarter, sending US stocks to their worst year since the 2008 financial crisis. However, current readings continue to suggest a benign...

Estate Planning Lite: Basic Plan for College-aged Children

If your son or daughter currently is home from college on winter break, it's a good time to discuss a few estate planning documents he/she should have at this stage of life. Let’s take a look.

Investment Overview: 4th Quarter 2018

Financial markets experienced a bout of rather extreme volatility during the fourth quarter sending US stocks to their worst year since the 2008 financial crisis. However, data remains positive...

New Year’s Prospects for Retirement Legislation

There are signs that 2019 could see meaningful retirement legislation. First, several bills were introduced in 2018 that had common retirement-related elements. Second...

Automatic Extension for Portability Election

Portability allows a surviving spouse to apply a deceased spouse’s unused estate tax exemption amount toward his or her own transfers during life or at death. To secure these benefits, however...

Magic Moments #10 | Garrett Stipke & Family

The Stipke family was homeless and facing medical problems and their car broke down. Despite all that, they have approached every day with an upbeat attitude.

Magic Moments #9 | The Chism Family

A few days after her own surgery, Shelby Chism noticed concerning symptoms in her four-year-old daughter, Nova. After a trip to Children’s Hospital in Omaha, endless tests, and a blood transfusion...

Magic Moments #8 | The Meza Family

The Meza’s are active members of their church and gym. Angela (39) was diagnosed with Stage IV breast cancer in 2014 and beat the odds for over four years...

Magic Moments #7 | The Hubbard Family

2018 has been quite a year for the Hubbard Family – unfortunately, much of it has been spent in hospitals and doctor appointments...

Magic Moments #6 | Kimberly Brown & Family

Kimberly Brown is a hard-working, dedicated, and devoted single mother of five girls; four of which were adopted out of foster care. She is involved in every aspect of her daughters’ lives...

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