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?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Lifestyle considerations in creating your retirement portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding the economy's cycles can help put current business conditions in better perspective.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Smart investors take the time to separate emotion from fact.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.