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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...

Magic Moments #5 | The Dicini Family

In October, the family attended the Lincoln Children’s Zoo Boo at the Zoo event, and this day meant more to the family than they would ever know. Baby Gianna was smiling and happy...

Magic Moments #4 | Christian Waite & Family

On July 3, 2018, Christian Waite was supposed to be getting ready for his favorite holiday and playing his favorite sport. However, the day was spent at a doctor’s office, which led to an MRI...

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