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Personal Financial Planning Tips Omaha 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.

Jason Hiley
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Keith Smith
K.P. Smith Asset Management
(402) 392-0509
9910 N. 48th Street Suite 112
Omaha, NE
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Mr. Daniel B. Kline, CFP®
(402) 343-8309
10250 Regency Cir Ste 250
Omaha, NE
Firm
Continuum Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Special Needs Planning

Data Provided by:
Mr. Michael D. Sufficool, CFP®
(402) 397-2112
1111 N. 102nd Court, #100
Omaha, NE
Firm
AXA Advisors

Data Provided by:
Mr. Gabriel Kerlik, CFP®
(402) 334-7265
1111 N 102nd Ct Ste 320
Omaha, NE
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Wealth Management
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Michael Karstens
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIFA, BS, CFP®

Mr. Justin D. Wanek, CFP®
(402) 390-6320
9300 Underwood Ave
Omaha, NE
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Jason L Christo, CFP®
(402) 970-1533
10050 Regency Circle
Omaha, NE
Firm
MetLife
Areas of Specialization
Retirement Income Management

Data Provided by:
Ms. Barbara J. Fajen, CFP®
(402) 330-2660
8807 Indian Hills Dr
Omaha, NE
Firm
Seim Johnson Sestak & Quist LL
Areas of Specialization
Accounting, General Financial Planning, Investment Management, Planning for Couples, Retirement Income Management, Retirement Planning, Small Business Planning

Data Provided by:
Mr. Lance C. Jones, CFP®
(402) 934-5959
310 Regency Parkway Suite 140
Omaha, NE
Firm
Lance Jones Financial Services, Inc.

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.

Click here to read the rest of the article at SuccessMagazine.com

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When Is it Right Time to Invest? (GoodFinancialCents.com)




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