Tomorrow's Money, LLC

Tomorrow's Money, LLC Our signature service is a comprehensive financial plan. Our clients benefit from meticulous portfolio construction and ongoing management. We listen.

Our attention to detail encompasses a broad scope of needs, including many types of insurance, estate plans, and cash flows as well as investments. The best financial plan caters to not only a client’s financial health and well-being, but also to their concerns and life goals. We recognize the challenges families face today. Our commitment is to utilize all of our resources to help families accomp

lish their pursuits and purposefully balance their finances. Each one of our plans is tailored and unique. We apply a proactive approach, striving to anticipate financial challenges, preparing for them in advance and adjusting for life’s unpredictable occurrences. We value professionalism, accuracy, and approachability. Please see the website for full disclosure.

With sincere appreciation for those who have proudly served our nation, Happy Veterans Day.This photo features one veter...
11/11/2025

With sincere appreciation for those who have proudly served our nation, Happy Veterans Day.

This photo features one veteran who is special to our Tomorrow’s Money community, thank you for your service!

It’s time to review your current Medicare coverage, consider if your needs have changed, and adapt your plan for January...
10/15/2025

It’s time to review your current Medicare coverage, consider if your needs have changed, and adapt your plan for January 1, 2026. If you’d like help in this process, give us a call, we’ll connect you with our trusted specialist.

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs. From 0% in 2016 to a peak of ...
10/08/2025

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs.

From 0% in 2016 to a peak of 8.7% in 2023, these annual COLA changes reflect the economic reality of Americans and anywhere in the world US currency is utilized. The current forecast shows 2.7% for 2026, but we'll know for certain on October 15.

Unlike many tax rules that haven't kept pace with inflation, Social Security benefits have been automatically adjusted since 1975. It's a sensible example of what "adjusted for inflation" means in practice.

The American Opportunity Tax Credit provides a potentially valuable tax credit of up to $2,500 per eligible student for ...
09/29/2025

The American Opportunity Tax Credit provides a potentially valuable tax credit of up to $2,500 per eligible student for the first four years of post-secondary education.

On the other hand, the Lifetime Learning Credit offers a tax credit of up to $2,000 per tax return for any level of post-secondary education, including graduate courses, provided the taxpayer meets certain income requirements.

While students claiming themselves and spouses filing jointly may benefit from this credit, parents claiming a student dependent can also benefit if they fall within certain parameters.

Keep in mind that in a 25% tax bracket, a tax credit can be 4x more valuable than the same amount as a tax deduction. There is a range of income where a tax credit is very valuable, and above and below that it evaporates. If you’re curious whether this credit may benefit you, call us.



This is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professionals to understand whether you might qualify for any tax credits before moving forward with AOTC or LLC.

42% of households would face financial hardship within six months should a wage earner die unexpectedly. Even worse, 25%...
09/09/2025

42% of households would face financial hardship within six months should a wage earner die unexpectedly. Even worse, 25% would suffer financially within a month. Protect those you love – learn about life insurance today.

In March of 1801, Thomas Jefferson said, “The only birthday I ever commemorate is that of our Independence, the Fourth o...
07/07/2025

In March of 1801, Thomas Jefferson said, “The only birthday I ever commemorate is that of our Independence, the Fourth of July.”

On July 4th in 1809 Margaret Bayard Smith, a key commentator in our nation’s early history, penned, “The fourth of July, the epoch of American Independence, is a day when the heart of every American must glow with pride and gratitude. No village, however sequestered, no citizen, however obscure, forgets the celebration of the anniversary of his country’s liberty! Through all the land, from the shores of the Atlantic to our mountain-tops, the sounds of gratulation are heard; the roar of cannon, and the peal of bells, announce the auspicious morn, and people of every rank hasten with their festive offerings round the altar of liberty.”

This year we continue these traditions of celebrating liberty that began 249 years ago. May your Independence Day be full of all the things Americans have held dear through the centuries, liberty, joy, family, and friends.

Caring for someone living with dementia is a generous act of love, but it can be challenging and overwhelming. What is o...
06/25/2025

Caring for someone living with dementia is a generous act of love, but it can be challenging and overwhelming. What is often overlooked is the significant financial burden that caregivers face.
According to a 2022 study in this guide, the lifetime cost of caring for someone with dementia is over $375,000. Beyond that staggering figure, there are also lost wages and benefits often incurred by the caregiver, as well as increased healthcare costs for caregivers due to stress and fatigue.
A stable financial foundation is critical for administering care and for peace of mind. This in-depth guide from Transamerica includes important considerations, questions to ask, checklists, resources, and much more. When you’d like to speak about your list of financial concerns, give us a call. We’re passionate about helping those facing this difficult situation and would be happy to discuss a unique plan for addressing these challenges with dignity, alleviating the financial stress and worries of those who love people with memory loss.
https://s3.amazonaws.com/static.contentres.com/media/documents/ce3137ab-7c60-44c8-b147-f536e438593a.pdf

Wedding season is in full swing. As people blend their lives and families it’s also important to take a careful look at ...
06/20/2025

Wedding season is in full swing. As people blend their lives and families it’s also important to take a careful look at blending finances. When couples work together to address their finances, they may be able to mitigate many of the problems money may cause in a marriage.

If you would like some help navigating these conversations, or if you know someone who is in this new and wonderful phase of life, we’d love to help!

Today we honor those who gave the ultimate sacrifice for our liberty.
05/26/2025

Today we honor those who gave the ultimate sacrifice for our liberty.

Perhaps you said goodbye to tax season in April, good riddance for another year! You may not plan to revisit taxes again...
05/12/2025

Perhaps you said goodbye to tax season in April, good riddance for another year! You may not plan to revisit taxes again until next spring, a well-earned break from the hassle of it.

We, however, are considering financial plans the whole year round, with the aim of ensuring that your financial strategies are functioning in the most productive and tax-advantaged way possible.

We’d like to review each client’s 2024 tax return to assess what strategies may benefit you in 2025 and beyond, please bring it by! You can come in person (we always love to see you), you can upload it to your eMoney profile (call us and we’ll explain how), or you can fax us (yep, we’ve still got one.)

05/12/2025

Perhaps you said goodbye to tax season in April, good riddance for another year! You may not plan to revisit taxes again until next spring, a well-earned break from the hassle of it.

We, however, are considering financial plans the whole year round, with the aim of ensuring that your financial strategies are functioning in the most productive and tax-advantaged way possible.

We’d like to review each client’s 2024 tax return to assess what strategies may benefit you in 2025 and beyond, please bring it by! You can come in person (we always love to see you), you can upload it to your eMoney profile (call us and we’ll explain how), or you can fax us (yep, we’ve still got one.)

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go...
03/18/2025

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.

How to find a lost 401(k):
1. Contact your old employer's HR department
2. Check old 401(k) statements for account details
3. Use look-up databases like the National Registry of Unclaimed Retirement Benefits or the National Association of Unclaimed Property Administrators
4. Check the Department of Labor's abandoned plan database

Once you've located your plan, you can:

🔁 Request a direct rollover to your new employer's plan
💼 Transfer the funds into an existing IRA
🤔Cash it out (but beware of taxes and penalties)

Address

2200 Fletcher Avenue Suite 100
Lincoln, NE
68521

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 8pm
Wednesday 8am - 6pm
Thursday 8am - 8pm

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