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Coaches A Fruitful Retirement: Your Social Security Benefit Let's Chat From Boats to Brokers

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?

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

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

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My Retirement Savings

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

Lifetime of Earnings

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Self-Employed Retirement Plans

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

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Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Social Security: By the Numbers

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

To Buy or Not to Buy

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

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