Personal Financial Planning Tips Lincoln NE

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

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

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

Data Provided by:
Ms. Diane E. Rolfsmeyer, CFP®
(402) 435-7211
3744 Woods Ave
Lincoln, NE
Firm
Diane E Rolfsmeyer, CFP

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:
Ms. Sheryl L Laduke, CFP®
(402) 465-3815
6940 ""O"" Street
Lincoln, NE
Firm
RBC Wealth Management

Data Provided by:
Mr. Kurt S. Anderson, CFP®
(402) 465-3800
6940 O St
Lincoln, NE
Firm
RBC Wealth Management
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. Aaron W. Petersan, CFP®
(402) 474-2400
1248 O St, Suite 1100
Lincoln, NE
Firm
Morgan Stanley Smith Barney

Data Provided by:
Mr. Gerard R. Finnegan Jr., CFP®
(402) 477-3739
1201 O St
Lincoln, NE
Firm
Gerry Finnegan, CFP(R)
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided by:
Mr. Andrew V. Frahm, CFP®
(402) 434-4931
1248 O St.
Lincoln, NE
Firm
Wells Fargo

Data Provided by:
Dale E. Roehrs, CFP®
(402) 466-3400
6940 O St
Lincoln, NE
Firm
Executive Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided by:
Data Provided by:

Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

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