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SECURE Act Allows 529 Plans to Repay (Some) Student Loan Debt

401KSpecialst
Jan 20, 2020

While many effects of the SECURE Act, including elimination of stretch IRAs and allowing more part-time workers to start saving for retirement, have been widely publicized and examined, what’s a bit more murky is whether it could potentially help college students with their loan debt.

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Three Steps to Building Better Relationships With Your Clients

Jan 16, 2020

In any line of work, the foundation of a business model that succeeds, grows, and generates profit starts and ends with one word: trust. When you go to the grocery store, you trust the food products you buy have been carefully handled and are safe to consume.

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Financial Planning for the Snowbird

Forbes
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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Cybersecurity

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

401KSpecialst
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

HerMoney
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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