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 →

Paying for Giving

When it comes to taxes, the giver could face tax liabilities that do not apply to the receiver.

To Roth or Not to Roth: That’s the Conversion Question

Some of the pros and cons of converting a traditional IRA to a Roth IRA are discussed.

S Corp vs. C Corp

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

HOT TOPIC: When the Fed Speaks, Markets Listen. Should You?

Some decisions facing Fed officials in the coming months, and how policy changes might affect the economy and investor portfolios over the short and long term.

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