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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How Charitable Donations Through an IRA Can Impact Taxes and Investing … Are You Familiar with These Tax Changes Toward Charitable Donations?

Changes in determining who will include itemized deductions on their tax returns will affect millions this tax year. The Tax Cut and Jobs Act of 2017 is expected to drastically reduce the number of people enjoying tax savings related to their charitable donations, with only 16 million in 2018 versus 37 million in 2017. The […]

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Why Lawson Kroeker Favors Long-Term Investment Advice Over Speculation: And, Does Speculating Over Investment Advice Even Work?

As winter approaches the Midwest, some experts say the bear market is stirring from hibernation, ready to come out of its den. As the bull market continues an extensive run since March 2009, many investors wonder what investment advice should guide their decisions. In truth, if you’ve ever worked with our team at Lawson Kroeker, […]

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Are You a Thinker?
So Are We.

With all you’ve got to do, there’s rarely enough time to really dig into what’s happening in the market. That’s why Lawson Kroeker publishes a quarterly reflection piece, written specifically for the Lawson Kroeker Community of Thinkers. That’s what we call people like you: smart investors who want to know what’s shaping the market and […]

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Planning for Retirement: Good News. It’s Not Too Late.

For many Americans, planning for retirement hasn’t been a regular part of their financial planning. The causes are different for every household, but nearly half of all Americans have no retirement savings at all, and for those that have been able to save, the median balance is only $10,000. Currently, the average contribution rate to […]

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Your Investment Portfolio May Thrive From a Shift in Perspective

“You make money buying when the world seems risky and lose money buying when the world seems safe.  When you’re really scared is the time to buy, not sell.”  –Andrew Tobias There are times when the headlines are full of words that may strike fear in the hearts of investors, like “bear” and “recession.” Your […]

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