Blog
A 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
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Car Talk...
The first family car I remember was our 1957 Ford station wagon. The most important feature of that car to me was the rear most seat faced backwards. On our regular summer excursions to visit an aunt and uncle who lived in Western Iowa...
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Statehood Day
Statehood Day Nebraska’s state birthday was March 1st. It reminded me of visiting a museum in Wyoming and reading about how they became a state. We think we just had a rough stretch of winter but living in Wyoming in the 1860s...
Read MoreTax Season
Taxpayers should plan on spending at least 13 hours this year preparing their return, according to the Internal Revenue Service. Business owners should set aside roughly 24 hours to complete their tax return. Those 13 hours include...
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Days Ahead
Because of the Pandemic, 2020 was a year that many would like to forget. So here are some days to look forward to: February 2nd – Groundhog Day: Just a fun day recognized by a popular movie of the same day. Something...
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Boss's Day 2020
Boss’ Day 2020 Joel is great about providing lunch to celebrate birthdays and other special days in the office for our team. Boss's Day was on a Friday recently and things usually slow down by the end of the week, so for...
Read MoreCollege Funding Part 2
529 Plans Here are a few things of interest about 529 plans. They are investments that have tax free compounding. Qualified withdrawals include costs for vocational and trade schools, college, graduate school, and even K-12 tuition up...
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Weekly Market Insights: Stocks Continue Downward Slide
Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.The Dow Jones Industrial Average slid 1.66%, while the...
Read MoreEducational Funding Part 1
A UTMA is an account formed under the Uniform Transfer to Minors Act. It can be opened as soon as a child is issued a social security number. The child is the owner of the account with an adult (usually a parent or grandparent) serving...
Read MoreRoth Conversions
Income taxes are at a historically low rate. With our national debt it seems inevitable that income tax rates will go up in the future. With the lifetime stretch-outs of inherited IRAs now limited to 10 years for non-spouse...
Read MoreIf they could see us now...
I was reading a book recently and the author lamented the negative impact of television on our society. He said it soaks up time that could be better spent in more constructive endeavors and harms family values. The book was written in...
Read MoreTo Wear a Mask or Not
Covid-19 has already made this a year unlike any other. While restrictions are gradually being lifted after an unprecedented global economic shutdown, for many people it will take a long time to get back to normal. A major unknown...
Read MoreVirus Update
We hope you are staying healthy. Joel, Katherine and Jenn all have young children and they have been working from home the last three plus weeks. Lynn and I are maintaining a presence in the office, although in line with health...
Read More"What, me worry?"
Worry has gripped the stock market recently with the outbreak of the Coronavirus. It has long been said the two drivers of the stock market are fear and greed. It is obvious which one has a grip on the steering wheel right now. The...
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