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.

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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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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