Laurie Stuhr

402-363-7434

Financial Advisor-York

Kelsey Pieper

402-363-7436

Investment Rep-York

Todd Kramer

402-395-2151

Investment Rep-Albion

 

Mutual Fund Investments
      Individual Equities
Fixed Income Securities
      Financial Planning

 

  Traditional Business Products/Services 
    Variable and Fixed Annuity Products
       Professional Money Management
       Small Business Retirement Plans             

                                                                                                                      

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Accumulation

Estimate the future value of your current savings.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

Do You “Speak” Annuities?

An overview of fixed and variable annuities and how they could provide a guaranteed income stream in retirement.

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

Should You Wait to Claim Social Security?

Factors that retirees should consider when making the important financial decision about claiming Social Security.

More Newsletters →