Posts with the category ‘Investments’


How Parent & Child Assets Impact Financial Aid Packages

By Lynn O’Shaughnessy Parents with big investments and home equity generally find it harder to get financial aid for their college-bound children. But if you understand how assets are assessed on the FAFSA and CSS Financial Aid PROFILE, you can improve your chances for getting the best financial aid package possible. Do you know how your investments might reduce your chances for financial aid? And what about the role that your family’s home equity plays in determining whether your child will… Read More


6 Wealth & Success Lessons From The Ultimate Gift

– Nicole O. Coulter Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to understand what life truly has to offer. Several years ago at the Berkshire Hathaway annual shareholders meeting in Omaha, Neb., a precocious 10-year-old investor stood bravely in front of a microphone and posed a weighty question for the investment maestro: “How do you define success in life?” Warren Buffett didn’t hesitate—it was as if his whole… Read More


Are you waiting for a crisis?

Prepared by Adri Miller Consulting Are you like most women? Will you wait for a crisis before you are ready to become smart about money? “A crisis”, by definition, is a quick and sudden change marked by instability and chaos.  Put another way, a crisis is an event that feels as if the universe is trying to shake you into action.  And sadly, it often does take a crisis to wake women up and get them moving – anything from… Read More


Turning 30 and Getting Serious About Finances

Prepared by Financial Planning Association Throughout her 20s, Nancy Corwin dreaded the day she turned the big 3-0.1 Then the day finally came—and went. “And it was no big deal,” said Nancy. “It was really sort of a letdown after all that worrying,” she joked. One thing did change for Nancy, however. She decided to get serious about her financial life—and her future. The Future Starts Now “It took me a while to get out of that college lifestyle,” said… Read More


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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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