Three Retirement Planning Tips for Your Last Five Years of Working

You’re five years from your anticipated retirement date, and things are looking pretty good. You can look back over a satisfying career, and you have plenty of retirement plans to look forward to. From travel to more time for hobbies, you’re expecting to have a lot of fun enjoying the fruits of your labor. Even […]

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Financial Planning for Aging Parents: 3 Helpful Steps You Can Take

It’s fun to talk with family about holiday traditions or summer plans. It’s fun to talk about how fast the kids are growing. However, discussions around financial planning may not fall into the same category. These conversations are often pushed off until a medical crisis or other event makes avoidance no longer possible. If your […]

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3 Values That Distinguish the Lawson Kroeker Approach

When you seek out investment guidance, you want to know that you’re not just a set of numbers. You want a personalized experience that comes from an advisor who shares your values. At Lawson Kroeker, you’ll quickly see that our advisors aren’t the “typical Wall Street” type. In other words, our team’s experience includes large-scale […]

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Beyond the Books: 3 Things Tom Sudyka Has Learned About Investment Management From Senior Leaders

An investment advisor can attend conferences, learn about theories of investment management from books, or complete in-depth certification programs, such as the  Chartered Financial Analyst (CFA®). But there’s a different side of knowledge when it comes to investment management, and that’s the wisdom gained by experience. That’s why Tom Sudyka, Lawson Kroeker Portfolio Manager, is […]

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Do You Know the 3 Types of Market Downturns?

As 2019 unfolds, there are many eyes on the market; many of them are wondering whether the low point experienced at the end of 2018 will prove to be a bottom or a precursor to more hard times to come. Regardless of what you read in the headlines, history shows that maintaining consistency tends to […]

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Financial Planning for the Nearly-Empty Nesters

Three Financial Planning Tips for the Empty Nest Years A change in the “nest” situation at home naturally brings thoughts and questions about changes in your financial situation. As you reach this milestone of empty nesting (or near it), take a moment to consider what you may need to prioritize in your financial planning: Maximize […]

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Planning for Retirement in Your 50s: What’s Your Vision, and Are You On Track?

If you’ve recently celebrated a milestone birthday of turning 50, then you may notice a few things. You may be more interested in activities that have meaning – or those activities that you just enjoy for the sake of enjoying them. You may be making regular visits to a child who is away at college. […]

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Investing and Inheritance: Take Your Time … Emotions Will Be Involved

Plus Three Other Key Considerations If you’ve received a windfall in the form of an inheritance, you might be surprised at the emotional aspect of the news. Being involved in an inheritance means many decisions, and investing an inheritance can be a complicated process. Take some time. While you may feel an urgency to look […]

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Have You Made These Common (But Lesser-Known) Missteps When Planning for Retirement?

Surprise. There is a fair amount of complexity associated with retiring. Sometimes there are feelings of genuine confusion over “what’s next?” For many retirees, it can take several months or a year (or more) to find a new and meaningful routine. For others, a big move to a new city can lead to excitement … […]

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Why Are we Thankful to be in the
Midwest?

Many of our team at Lawson Kroeker have experience at big investment firms, located in bigger cities. Why have many returned to the Midwest? While each Chartered Financial Analyst at Lawson Kroeker may offer a slightly different answer to that question, many of the themes are the same. From the opportunity to personally serve clients […]

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