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770 North Cotner Boulevard
Suite 401
Lincoln, NE 68505

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Baer Goff Financial Services

(402) 467-6111

 
Social Security: By the Numbers Women and Retirement Estate Management 101 Ready for Retirement?

With this website, we provide you with additional resources to assist you with managing your financial future.

Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.

We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.

We hope you find this website useful and looking forward to a long, continued relationship.

Helpful Content

From Boats to Brokers

From Boats to Brokers

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

The Half Million Dollar Baby

The Half Million Dollar Baby

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

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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