Personal Financial and Retirement Planning - Lincoln NE

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Personal

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When it comes to generational differences, knowing the facts can be difficult.

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Read the latest insights from the Ivy Investment Team

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Your retirement is my business.

Whatever your ideal retirement looks like, I can help you prepare.

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Get financial benefits for you and your employees

Your business has unique needs, and I have the resources to support you, your business and your employees.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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Phyllis Webb

CFP®, CRPS®, ChFC®, RICP®

LPL Financial Advisor

(402) 417-7484

8525 Executive Woods Drive Suite 500
Lincoln, NE 68512

hello@stepbystepplanners.com

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