Personal Financial and Retirement Planning - Lincoln NE

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Ethical

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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.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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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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