Katie Murray, Office Manager Please welcome our newest team member Katie Murray. Katie will be the friendly voice you’ll hear when you call the office and the bright & cheerful face you’ll see when you walk in. Katie was born and raised in “The Good Life” of Nebraska, go Huskers! She has an extensive background of over 8 years in …
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I think back to January – or even March – it seems like years ago. We’ve faced and overcome challenges we never thought possible. I hope we can all say we’re a little stronger, a little more flexible that we once …
Anytime a person utters the phrase, “This time it’s different” I get a little skeptical. I’ll bet you do too. It seems that being alive for at least a few decades leads us to believe that we’ve seen it all before, there’s nothing new under the sun. This is likely why kids are so fun to be around, because it’s …
A good friend woke up one day with the fire in his belly to get his financial life moving forward in a big way. Paying off old debts, setting aside savings, and making some tax-wise moves hit his radar screen in a big way. He was, and is, urgent about it. I couldn’t be happier for him and his young …
Have you ever known a couple who breaks up after a long relationship, then reconciles again? It’s a huge sigh of relief for all of those who know them because, after all, they’re meant to be together. And while this looks and feels great from the outside, it’s complicated for the couple. They now appreciate one another more than ever, …
As I’ll often do, I recently carved out time to review the latest in retirement income planning research (Some people golf, others travel, this is what I do for fun!). In my quest, I stumbled upon a summary titled, ‘39 Modern Retirement Income Planning Techniques’ by Wade Pfau. Since this is so fascinating to me, I thought I’d fully explain …
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time, it’s nice to know the little things are appreciated and do make a difference. We received this surprise video message from Make-A-Wish and we wanted to share it with you. So many of you have donated time and or money …
Imagine for a moment that you’re tasked with instructing others how to select a wardrobe. Given the regularity of the seasons, you could do pretty well suggesting a mix of warm clothes for winter and cool clothes for summer. However, naming the exact day when a 70-degree day interrupts the 40-degree days of early spring would prove very difficult. If …
When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope so (having forgotten what I may have ordered in the first place). Generally, the thing in that box is the result of a decision process that was either minutes long or one that took months of research. Either way, taking …
Priscilla Hansen, Client Services Coordinator Priscilla assists advisors with their client requests and is committed to bringing excellent services and support to our clients. Priscilla has over 20 years of office experience involving various roles, specializing in client relations, with 7 years’ experience in the financial industry. She is currently working on her Bachelor’s Degree in Economics and holds her …
