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Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup From Boats to Brokers

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Midlands Financial is a comprehensive wealth management firm serving families, individuals, and businesses in Nebraska and the Midwest. Our team has over 250 years of combined experience helping clients achieve their goals in many market environments.


Our clients are hard workers who truly care about families and communities and are seeking the advice of a trusted team of financial professionals. Our goal is to be your first phone call for every retirement, financial planning, employee benefits, and other financial issue you face.

Do you have questions about your financial future? We can help you find the answers that make sense for you:

  • When can I afford to retire?
  • Will I run out of money in retirement?
  • Am I on track for a comfortable lifestyle?
  • Can I provide for my family and still prepare for retirement?
  • How can I leave a legacy/what kind of legacy do I want to leave?

Click Here to Download Our Guide to Life Insurance For All the Times in Your Life

Helpful Content

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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