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Sep 12, 20182 min read
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 11, 20182 min read
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...
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Sep 10, 20182 min read
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 7, 20182 min read
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 6, 20182 min read
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...
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Sep 5, 20182 min read
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...
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Sep 4, 20182 min read
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...
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Sep 3, 20182 min read
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...
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Aug 31, 20182 min read
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,...
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Aug 30, 20182 min read
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...
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Aug 29, 20182 min read
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...
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Aug 28, 20182 min read
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...
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Aug 27, 20182 min read
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....
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Aug 24, 20182 min read
Multigenerational Estate Planning
“After decades of establishing separate and independent households, U.S. families are increasingly opting for togetherness.” For some...
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Aug 23, 20182 min read
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...
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Aug 22, 20182 min read
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...
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Aug 21, 20182 min read
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…....
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Aug 20, 20182 min read
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...
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Aug 17, 20182 min read
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...
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Aug 16, 20182 min read
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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