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Part I of III: What is a Trust?

Published by Mindi Bozeman Zanowiak, Normand Bozeman Zanowiak, PLLC A trust is an estate planning tool, but let’s back up.  What is estate planning anyway?  From a legal perspective, it is being intentional about the legacy (financial and personal) you leave by memorializing your wishes in writing.

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Traditional IRA, Roth IRA, tax/taxes/taxable

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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Veteran Outdoors Interview – Cody Hirt

Published by Sidney Meriweather, Director of  First Impressions CODY, WHAT IS YOUR LIFE DEFINED? Hi, I’m Cody Hirt and one of the co-founders of Veteran Outdoors. For me, a “Life Defined” is getting out serving others in a physical way. When you’re worn out spiritually, emotionally, and physically and at the end of the day you’ve helped someone and made a new friend.

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buying a car

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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estate planning, financial planning,

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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How Do “Put” Options Work and Why Should You Care?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Imagine you’re a farmer nearing the harvest of your annual corn crop. Everything you have is riding on this crop and you must get at least $3.80 per bushel or you’re in trouble.

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long term care planning

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5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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Wise Counsel – Then and Now

Published by Stephanie Wilson, Lead Communications Associate I have been part of the team at Wise Counsel for over 11 years. The changes have been phenomenal in that amount of time. We’ve gone from 3 to 5 stakeholders, and we’ve changed locations.

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retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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Retirement Planning: What Are You Waiting For?

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

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