Investing Tips Lincoln NE

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress.

Mr. Jeffrey W. Smalley, CFP®
(402) 467-6916
5900 O St
Lincoln, NE
Firm
Ameritas Investment Corp

Data Provided by:
Michael Collins
6600 O Street
Lincoln, NE
Service
Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Disability Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Annuities,Alternative Asset Class Planning,Investme

Data Provided by:
Mr. Jason R. Rolf, CFP®
(402) 484-7526
1001 S 70th St Ste 201
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Securities, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Steven R. Tonkin, CFP®
(402) 483-6661
5625 O St
Lincoln, NE
Firm
Woodbury Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable



Data Provided by:
Mr. Robert J Rossi, CFP®
(402) 489-9375
211 S 84th St Ste 110
Lincoln, NE
Firm
Rossi Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Robert E Downey, CFP®
(402) 479-1243
1248 O St Ste 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management, Young Professionals
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Loren J. Kampschnieder, CFP®
(402) 484-7538
1001 S 70th St Ste 102
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided by:
Adam Mach, CFP®
(402) 484-7538
1001 S 70th St Ste 102
Lincoln, NE
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Curt R Levalley, CFP®
(402) 434-4196
1248 O Street
Lincoln, NE
Firm
Wells Fargo

Data Provided by:
Forrest Patrick Anderson, CFP®
1248 O St Ste 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney

Data Provided by:
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Investing Tips

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User Image By TopTenReviews Contributor

A financial advisor and friend once told me, ”It doesn’t matter how good of job someone has, if they want to acquire wealth in this life, at some point they are going to have to invest in something.” Investing is something most people will do during their lifetime. They may invest in real estate, life insurance, stocks, bonds, mutual funds or a simple 401K.

Good investing can bring peace of mind, security and the lifestyle you and your family want to live. On the other hand, poor investing or not investing can cause a lot of personal and family stress. Here are a few basic ideas and tips for someone just beginning his or her portfolio:

Start Young

Albert Einstein supposedly called compound interest “the eighth wonder of the world.” The younger you start investing, the less you will have to invest to enjoy the same yield. For example, suppose you have a retirement goal of $500,000 and you want to retire at age 65. (For this example, we’ll use an average return of 6%)

If you start investing at age 35, you will have to invest $498 each month for 30 years for a total of $179,191 to reach you goal. However if you begin to invest at age 55, you will have to invest $3,051 each month, or a total of $366,123 to reach your retirement goal. Money invested while you are young yields a much higher return.

Read the complete article at TopTenReviews.com