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Should I Open a Traditional or Roth IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
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Parents, Kids, and #Adulting:

This also made several young adults find it difficult to find jobs. Many ended up staying on their parents’ payroll longer than anticipated, and it seems the trend which was meant to help out the generation for a while, is here to stay.

Using Life Insurance as a Portfolio Preservation Asset

We all understand that life has at least two certainties: death and taxes. I’ll add one more: market downturns. Despite the wealth of information available and excellent portfolio strategies employed, events like the subprime market and Brexit will occur and create volatility in an equity-b …

The Power of Books

Published by Andrew Rogers, Strategic Opportunities Associate I recently returned from a 44-day trip backpacking around Europe with my Fiancé, Maggie, after we graduated from Creighton University. After visiting 19 cities in nine countries and taking 18 trains, seven planes, two boats and o …

Planning for the Millennial Generation

Published by Mark Petersen, Vice President of Affluent Wealth Planning The Millennial generation (“Millennials”) is changing the world. In my world, that means Financial Planning will evolve and Planners will adapt to meet people’s changing needs. One must then ask, “How will financial plan …

Are Your Customers Ready to “Brexit”?

Published by Ron Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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