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
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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.