When you plan a trip, you have a destination in mind. You plan the best route to get you there safely. So, why shouldn’t your financial planning follow this same premise?
Taking the complexity and noise out of the financial media and informing you with what is relevant and timely, not someone’s opinion.
Illuminate’s advisors and staff participate in quarterly service projects partnering with local non profits to make a difference in the Omaha, Nebraska community.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Do your insurance needs stay the same when the nest empties?
What’s the deal with your yearly free credit report?
It may help your business be better prepared in the event of the death of a principal or key employee.
Here's a breakdown of how the federal government spends your tax money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A quick look at how federal income taxes work.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Agent Jane Bond is on the case, covering how bond laddering works.
What if instead of buying that home, you invested that money?