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Heartland Financial Solutions, llc

11902 Jake Circle, Bellevue, Nebraska 68133  •  402.933.0866

Your Goals ... Your Values ... Your Money ... Your Way

How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

Funding Your Life and Protecting Against Risks

Money doesn't define who you are, but planning for the wise use of money can help you create the kind of life and lifestyle that reflects who you are and what's truly important in your life. It's tough to plan (and stay on course) in challenging economic times, but those challenges also include opportunities and potential rewards for those who can take advantage of long-term trends.

That's our job - to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family. We're a bit of all these roles: coach, teacher, advisor, planner, researcher, confidante, but most of all, we've got your back. We'll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first - and only - priority is your overall financial success in the context of your life. We want to learn more about your personal situation, identify your values, dreams and goals, and understand the level of risk you feel comfortable with. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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