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. 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:
Andrew J. Benton Ii, CFP®
(402) 465-3810
6940 O St Ste 400
Lincoln, NE
Firm
RBC Wealth Management®
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

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. Matthew R. Kleager, CFP®
(402) 476-3000
1225 L St Ste 200
Lincoln, NE
Firm
SMITH HAYES Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Aaron Philip Sipherd, CFP®
(402) 488-5656
8055 O Street
Lincoln, NE
Firm
Sipherd Wealth Management LLC
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management

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:
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. Ken W. Koop Jr., CFP®
(402) 474-2400
1248 O St
Lincoln, NE
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

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:
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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