Our Playbook for Success

“Work hard, stay focused, and surround yourself with good people.” – Tom Osborne

This Saturday marks the kick off for the Nebraska

The Long Game: How Olympic Mentality Wins in Financial Planning

By: Kyle Upp

While I'm not usually very engaged in the Summer Olympics, I am an enthusiastic

Summer Budgets – An Oxymoron?

For most individuals, summer represents a time of the year for many fun things: vacations, outdoor activities, and additional

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

In many cases, creating a budget is the easy part, however using the budget can be more challenging.

To begin your budget, make sure it includes these three

Many people want to save more money but are in reality living paycheck to paycheck.  And, many times they are not sure where their money goes.  An essential

Why Investors Need Perspective on the Soft Landing Debate

January 10, 2024

Kyle Upp | Wealth Advisor

Stock and bond markets struggled during the first

Have you made your New Year’s Resolution? Consider the steps needed to work toward your goal.

• Clearly define the goal (with the results in mind)
• Establish a

Are you considering a New Year’s Resolution? Here are some ideas to start your year.

• Creating a budget
• Exploring areas where you can spend less and

If you have not withdrawn the amount necessary to meet the annual Required Minimum Distribution (RMD) from your retirement account, there’s still time.  The

A required minimum distribution, or RMD, is the amount of money that must be withdrawn annually from an employer-sponsored retirement plan, Traditional IRA, SEP