Welcome to JP Financial Services
Our primary goal is to help our clients in the Lincoln, Nebraska area improve their financial lives. Whether you’re seasoned at investing or just embarking on your journey toward a brighter financial future, navigating the world of personal finance can be intimidating. We’re here to help you put the pieces of the puzzle together. We also help business owners attract and retain employees and key executives, while showing them ways to reduce the cost of providing attractive retirement benefits.
Our website is full of educational articles, presentations, and videos designed to answer questions you may have about financial services and strategies, or about your financial situation. Our material covers everything from smart investment strategies to tax management, lifestyle matters, cash flow, insurance, and retirement planning strategies and distributions. If you find something you’re interested in, or you want to learn more about a particular subject or strategy, please give us a call or send us an email.
We’d love to hear from you.
Helpful Content
Important Birthdays Over 50
Starting at age 50, several birthdays and “half-birthdays” have implications regarding your retirement income.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Split Annuity Strategy
One strategy combines two different annuities to generate income and rebuild principal. Here’s how it works.
Rebalancing Your Portfolio
Over time, different investments' performance can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets, and subtracting your liabilities.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimates the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRAs types.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Tax Management Strategies
Provides an understanding of taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Cycle of Investing
Investing should be easy, just buy low and sell high. But most have trouble following that advice.
The Cost of Procrastination
Procrastination can be costly, and when you get a late start, it may be difficult to make up for lost time.