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Author: retiresmartoma

Believe It or Not, the Tax Code is Your Friend

You may have received your W2 and other tax forms by now and are getting ready to prepare and file your 2024 tax return. This might be a good time to discuss our approach to tax planning at Retire SMART. Those who listen to me on the radio or watch me on television know that […]

Plan Now for Retirement as a Surviving Spouse

Plan Now for Retirement as a Surviving Spouse By David Brooks, Founder & President of Retire SMART There is a growing number of single women – widowed, divorced, or never married – who find themselves confronted with unfamiliar and uncomfortable financial decisions as they approach and experience retirement. There are a variety of reasons why […]

Prepare for a Major Retirement Expense: Healthcare

Prepare for a Major Retirement Expense: Healthcare By David Brooks, Founder & President of Retire SMART Retirees need to know their options when it comes to healthcare expenses. The average 65-year-old couple retiring today will need more than $300,000 to cover healthcare expenses. Healthcare ranks right behind taxes as the #2 expense in retirement. It’s […]

Portfolio Diversification Is Vital to a Successful Retirement Plan

Portfolio Diversification Is Vital to a Successful Retirement Plan By David Brooks, Founder & President of Retire SMART Investors in the stock market will experience ups and downs. A properly diversified portfolio can help you smooth out the ride, especially as you transition from working life into retirement. There is a common misconception that “diversification” […]

It’s OK to Spend in Retirement; Just Make Sure You Plan for It

It’s OK to Spend in Retirement; Just Make Sure You Plan for It By David Brooks, Founder & President of Retire SMART Early in my career, I thought my job as a financial advisor was to convince people to be disciplined with their money. Be frugal. Pack away as much money for retirement as possible. […]

Go Tell It on the Mountain: Planning Is the Key to a Great Retirement

By David Brooks, Founder & President of Retire SMART I like hiking, but my brother is a serious mountain climber. He has scaled Denali and other major mountains. The more I listen to him talk about everything that goes into a successful climb, the more it reminds me of everything that goes into a successful […]

Don’t Get Blindsided By Taxes in Retirement

By David Brooks, Founder & President of Retire SMART When people think of expenses in retirement, they tend to think of housing and health care. Those certainly are two major budget items in any retirement plan. But a successful retirement plan also accounts for the other major expense in retirement: taxes. We tend to think […]

Contact Information

  • Phone: (402) 369-7777
  • Email: connect@retiresmartllc.com
  • Omaha: 13815 FNB Parkway Suite 400 Omaha, NE 68154

    Lincoln: 7321 Plaza Ct Suite 102 Lincoln, NE 68516
  • Monday – Thursday 8:30AM - 5:30PM Friday 8:30AM - 3PM
    (Closed Saturday and Sunday)

Disclosures

Our Affiliations

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax advice.  Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retire SMART is stated or implied. Appearances on the media outlets included herein are paid placements.

Companies on the 2023 Inc. 5000 list are ranked according to percentage revenue growth from 2019 to 2022. The full 2023 Inc. 5000 list was published in August 2023. SMART Wealth paid Inc. Magazine a non-refundable processing fee to be considered for inclusion on the Inc. 5000 list.

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