Insights

Filter by:

Infographics

Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

Read More

Blog

The end of the world is coming, Unless it isn’t.

Every single one of the items listed above is a legitimate headline I have read somewhere over the past year. Sadly, I could have made one up and shoved it in there and you probably wouldn’t have known the difference.

Read More

Blog

Why I chose fee only, and you should too.

Published by: Harrison Wolfe, Associate Advisor I started in the financial planning industry in January of 2015 during my last semester of college.

Read More

Free Guides

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

Download Guide

Blog

4 Healthy Habits That Can Help Both In and Out of the Office

Published by: Tyler Henderson, Senior Advisor My hope in writing this is to help provide some healthy habits that will not only help the mental and physical state of one’s personal life but are highly coordinated to the efficiency in your professional life.

Read More

News

Six Priceless Educational Resources For Managing Your Finances

In the recent past, many professionals have resorted to setting their retirement fund on autopilot, expecting it to deliver the returns they may need after they bow out of their careers. However, it has become quite evident that the “set it and forget it” mentality of investing is not only detrimental to the potential of the investment but can lead to fewer returns than expected.

Read More
529 college savings plan strategy

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

Read More
529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

Read More

Blog

Meet the Team: Erik Christman

At Oxford Financial Partners, teamwork is an essential part to our success. Over the last 5 weeks, we’ve been highlighting members of our incredible team. For this last week of our “Meet the Team” series, we are featuring our Managing Partner, Erik Christman:

Read More
QMO video

Videos

Quarterly Market Outlook: Q3 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Read More