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The Nebraska CFP^® articles are designed to keep professionals and consumers informed on key financial topics that may impact their lives. Drop your email below and twice a month we'll send you useful articles and insights.

Articles & Perspectives

How Long to Keep Financial Records

June 18, 2020 Investment Taxes

Find a quick reference here.

Estate vs. Inheritance Taxes - What's the difference?

May 26, 2020 Insights Taxes

Do you know the difference between estate and inheritance taxes?

It's Roth IRA Conversion Season

April 21, 2020 Investment Insights Retirement Taxes

Should you be thinking about a Roth conversion? Read more to find out.

The SECURE Act is Official – Now What?

January 7, 2020 Insights Retirement Taxes

The SECURE Act is here. Here's what you need to know.

4 Year-End Planning Tips

December 18, 2019 Insights Retirement Taxes

Here’s four quick hitters as you finalize your to-do list for 2019.

3 Facts You Should Know About Roth IRAs

November 12, 2019 Investment Insights Retirement Taxes

Here's 3 facts about Roth IRAs that might surprise you.

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Articles & Perspectives

The Nebraska CFP^®