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Does Roth IRA Conversions Work for Everyone?
“Switching your traditional individual retirement account to a Roth IRA is often a terrific tax strategy—except when it’s a terrible...
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Sep 12, 20182 min read
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Self-Directed Home Care? Could It Work for You?
“Rather than hewing to the old model of first using a laundry list of home health agencies and then moving to assisted living in...
Author
Sep 11, 20182 min read
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Here’s What You Need to Know About Estate Planning
“Don't have an up-to-date estate plan? You're not alone. More than 70% of Americans don't, including more than half of all baby boomers....
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Sep 10, 20182 min read
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Gen X Alert: What Retirement Planning Looks Like for You
“Generation X—meaning the generation born between 1965 and 1979—faces some unique challenges, when it comes to retirement planning.”...
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Sep 7, 20182 min read
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What About Bella? Estate Planning that Includes Your Furry Family Members
“You know that old saying "better safe than sorry"? While no one wants to imagine something bad happening to themselves, many are at...
Author
Sep 6, 20182 min read
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Does Your Estate Plan Have All the Right Stuff?
“Many people think estate planning means deciding what happens to your things when you die. For that reason, many young families do not...
Author
Sep 5, 20182 min read
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You Never Know When You’ll Need an Advanced Directive
“Advance care planning is making preparations and decisions about the medical care you want to receive, if you become unable to speak for...
Author
Sep 4, 20182 min read
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Farm Family Succession Gets Help from Local Extension Office
“As the average age of Nebraska's farm and ranch operators trends older, it's important for those operators to have a plan to pass on the...
Author
Sep 3, 20182 min read
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So, You Think You Can Retire?
“The most common need of those preparing to step into retirement isn't what you think: it's confirmation that all the hard work,...
Author
Aug 31, 20182 min read
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Why Is a Power of Attorney So Important?
“……we often receive community questions surrounding powers of attorney (POA), so we decided to take a look at some of the most common...
Author
Aug 30, 20182 min read
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Estate Planning Fundamentals You Need to Know
“It's easy to put off because it can be morbid and often doesn't kick in until late in our lives, but it's an important piece to be...
Author
Aug 29, 20182 min read
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There’s Always a First Time: Your First RMD
“If you have been stashing money away in an IRA, your money has been growing tax-free over the years. Of course, a deal that good, can’t...
Author
Aug 28, 20182 min read
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Judge Rules that Glen Campbell’s Kids Can Contest his Will
“Last week, a judge in Tennessee ruled that the three children can dispute the validity of the wills that excluded them from inheriting....
Author
Aug 27, 20182 min read
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Multigenerational Estate Planning
“After decades of establishing separate and independent households, U.S. families are increasingly opting for togetherness.” For some...
Author
Aug 24, 20182 min read
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College Students Need This Estate Planning Tool
“My son is leaving for college on the East Coast in August. Is there anything special I should consider, legally or financially, in...
Author
Aug 23, 20182 min read
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Single? No Kids? Who Should Inherit Your Assets?
“I know I want to give to family. I was advised to use a younger person, because all my siblings are older than me. I thought about using...
Author
Aug 22, 20182 min read
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Maybe You’re Only a Little Retired Now
“Soon after Ilana Benet retired from her job as a labor and delivery nurse, it hit her: She missed the babies. Her employer missed her…....
Author
Aug 21, 20182 min read
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Can You Save on Taxes in Retirement?
“People naturally want to minimize their taxes in retirement. Instead, what often happens is the opposite: Retirees too often face an...
Author
Aug 20, 20182 min read
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Will SAFE Act Really Make Seniors Safe?
“In an attempt to take a step toward countering some of the negative impact of elder financial abuse, the government recently passed the...
Author
Aug 17, 20182 min read
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Estate Planning with Blended Families Requires a Balance
“If you say “I do” a second time and have children, your partnership acquires new stakeholders—not necessarily willing ones. Adult...
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Aug 16, 20182 min read
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