By Dan Miller, CFP®

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the most of your windfall.

By Dan Miller, CFP®

By: Dan Miller

By Dan Miller, CFP®

When shopping for a new car, it can be difficult to decide whether to go all out and buy brand new or save some money and get a used one because it can be a big investment. Neither option is entirely perfect, which is why we have gathered pros and cons to both new and used vehicles to aid you in your decision.

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time.

When it comes to financial planning, women are likely to face different challenges than their male peers. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family. Time off and lower lifetime income means women face unique financial planning challenges.

If you’re like many Nebraska and Iowa residents and much of the Midwest, you’ve been hit by a hefty dose of winter recently. Even if you’re used to snowstorms, heavy rains and bitter cold, there are things you can do now to prepare for or prevent a weather-related insurance claim.

By now you've likely heard the news that stocks in some unlikely companies - GameStop, AMC, Blackberry - have suddenly soared. In fact, the New York Times claims amateur investors are "Beating Wall Street at Its Own Game" with shares in GameStop skyrocketing 1,700 percent by end of day Monday, Jan. 25.

Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year 

Choosing the Right Life Insurance Policy

How to compare plans based on your specific needs