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Financial Planning for the Snowbird

Jan 14, 2020

If you’re a current or soon-to-be retiree, you may be thinking about getting a second home somewhere warmer for the winter.

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How to Recession-Proof Your Finances

MOAA Magazine
Jan 13, 2020

Servicemembers and military retirees face unique risks during an economic downturn. Although active servicemembers don't have to worry about job stability, they can lose tax benefits and won't receive a pension if they leave the service before 20 years.

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Technology and the Next Generation of Financial Services

Jan 06, 2020

By Ann Yeung, Vice President of Engineering, Career Distribution & Investment Product Services–Northwestern Mutual and NextGen Advisory Task Force Member  

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Pros, Cons of Investing Small Amounts

U.S. News & World Report
Jan 03, 2020

For those just starting to build a portfolio, small investments can be the perfect introduction that can lead to an established investing routine. U.S. News and World Report breaks down the pros and cons of investing in small amounts that beginners should be aware of. 

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Omaha CAP® Study Group

CAP® Milestone: Omaha Community Reaches New Philanthropic Heights

Jan 03, 2020

The Chartered Advisor in Philanthropy® (CAP®) designation, provided through The American College of Financial Services, is designed to bring advisors and nonprofit gift planners together to serve clien

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What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors

Dec 30, 2019

Much has been written about the effects of the SEUCRE Act--due to become law with the New Year--on older savers using annuities, IRAs, and other long-term planning accounts. But how does the younger generation stand to gain from these new regulations?

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2020 Tax Filing Tips for Women Who’ve Gone Through Some Stuff

Dec 30, 2019

Tax law is always complicated, but if you’re a woman who’s been through some significant life changes in 2019, it might be time to consider revising some elements of your 2020 tax return so you get the money you deserve.

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The SECURE Act: Two Experts on How it Affects You

Dec 30, 2019

Recently, Congress finally passed the long-anticipated “Setting Every Community Up for Retirement Enhancement” (SECURE) Act--a bundle of new rules for the financial services industry that could reshape the way people think about retirement and other money matters.

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The SECURE Act Changes the Way People Will Inherit Money: Are You Hit by the New Rules?

Dec 29, 2019

The SECURE Act looks to be a game-changer for many retirees, especially in the area of inherited IRA accounts, which new regulations threaten to tax at a much higher rate than previously.

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You May Get a Tax Surprise if You Use This Account to Repay Student Loans

Dec 27, 2019

As discussion of the effects and implications of the SECURE Act continues among financial professionals, a lot of attention is being paid to how the Act could potentially help those in higher education pay back their student loans.

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