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

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.


A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

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

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5 Smart Investing Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.


Making the most of surprises is a great reason to work with us.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.


The market is as unpredictable as the weather. We’d love to help you prepare.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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