Simplify, organize, and get back to your life
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 experts. 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?
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It's important to understand the pros and cons when considering a prepaid debit card.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Calculating your potential Social Security benefit is a three-step process.
There’s a link between debt and stress.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.