Why You May Want to Consider a Phased Approach in Your Retirement Planning

Your retirement planning should include a consideration of a phased approach.

Retirement planning is filled with questions that are impossible to answer, such as how long you will live, what kinds of returns you will get on investments and what health issues could possibly complicate your plans. As with any financial decision, it’s a good idea to take some time to decide what level of risk […]

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Ask These 4 Questions When Choosing A Financial Advisor

You want a financial advisor that is a fiduciary, which means they put your interests first.

Ask These Four Questions When Choosing a Financial Advisor Choosing a financial advisor can feel intimidating. How do you know whether you can trust someone to handle your investments? You may feel that you don’t even know where to begin to assess whether a financial advisor is a good fit. There are four key questions […]

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Your Investment Portfolio, Guided by the Wisdom of Omaha Advisors

Omaha investment advisors can help you plan for your future.

Your Investment Portfolio, Guided by the Wisdom of Omaha Advisors:  Can You Let the Day-to-Day Changes Go? Managing your investment portfolio can be a daunting task. So much of your future security is riding on the principles and philosophies you embrace in your retirement planning and wealth- building approach. When you ask for the wisdom […]

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Is the Fed About to Roll Back Support?

In an article in The New York Times, conversations held at the Federal Reserve’s July meeting were examined as they indicated some clues that emergency economic support may soon be on the retreat. While officials voted to keep low interest rates and continue backing bond purchases, they did spend much of the meeting discussing how […]

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On Change …

The following is from our August 2021 As We See It quarterly reflection piece:   “One must change one’s tactics every ten years if one wishes to maintain one’s superiority.” –Napoleon Bonaparte Napoleon’s words spoken long ago seem particularly apropos to us today. After 10 years in our Regency Parkway location, we are relocating to Aksarben […]

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Don’t Let the “Hot Stuff” Headlines Scare You: 3 Investing Principles That Outrank Trends

Investing isn’t done in a vacuum; while Lawson Kroeker pays attention to headlines, advisors don’t just follow trends.

At Lawson Kroeker, we like to say that we are contrarian. If all of Wall Street is running in one direction, you can count on our advisors to at least ask some serious questions before joining the herd. Does that mean that the advisors simply ignore the headlines when it comes to investing? Absolutely not. […]

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Planning for Retirement: Should You Convert to a Roth IRA?

If you have investments managed through a 401(k) or a traditional IRA, you may have wondered if your planning for retirement would improve with a Roth IRA. You’ve heard that, for some, it is advantageous to convert to a Roth IRA, but how do you determine what could be the best fit for your plans? […]

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Second Career On Your Mind? Many Retirees Find Unexpected Reasons To Do So

Baby boomers are retiring on a daily basis at staggering rates. But just because they’re retirees doesn’t mean they’re dropping out of the workforce. A recent survey shows that 59% of retirees expect to at least take part-time work in retirement. And while money is a major motivator to remain employed, there are other benefits, […]

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