Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
READ MORECharitable endeavors & generosity
by Trey Pittenger | Mar 16, 2022 | P&A Articles
Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
READ MOREFacing large RMDs from your IRA?
by Jon Sevenker | Jul 29, 2021 | P&A Articles, Retirement
Oftentimes, we taxpayers focus too much on saving on taxes today, which can thrust us into higher tax brackets down the road. The best...
READ MORE5 ways we bring clarity to retirement planning
by Jon Sevenker | Aug 31, 2020 | P&A Articles, Retirement
Retirement planning is a big concept with many moving parts, from identifying retirement income sources to calculating a safe withdrawal rate...
READ MORESeven ways we have helped our clients
by Jon Sevenker | Dec 11, 2018 | Financial Planning, P&A Articles
We view ourselves as a financial advocate for our clients. Those of you who have been our clients for any length of time know we do a lot more...
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