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Soar Wealth Strategies

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Soar Wealth Strategies

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Providing elite service and comprehensive financial solutions to families and business owners.

10/30/2026

🦅🔨 Ernie T. Eagle is rolling up his sleeves — and he needs YOUR help!

It’s time for Soar Wealth Strategies’ 5th Annual Holiday Charity Drive, supporting Sleep in Heavenly Peace! www.shpbeds.org ❤️

Ernie is hard at work helping build beds, but he knows it takes a whole community to make a difference. Every child deserves a safe, comfortable place to lay their head at night, and we’re asking our friends, clients, and community to help make that happen.

🎁 How can you help?

🛏️ Donate new twin-sized sheet sets
🧸 Donate new comforters
🎒 Donate new beds in a bag
💤 Donate new pillows
💙 Make a monetary donation to support the cause

📅 Donations accepted through December 9th!

📍 Donation locations:

Omaha Office
9838 S 168th Ave, Suite 2F
Omaha, NE

Louisville Office
104 North Main Street, Suite #2
Louisville, NE

📞 Questions? Call 531-867-3400 or visit soarwealthstrategies.com.

Let’s come together to help children in our community sleep safely and comfortably. Every donation makes a difference!

🦅 Ernie’s challenge to you: Let’s build something wonderful together!

10/30/2026

Soar Wealth Strategies WANTS YOU to join us for our Veteran’s Day Event!

Open to all Veterans and a guest.

When: Wednesday, November 11th @ 1:30pm -2:30pm

Location: Tiburon Golf Club - 10302 S 168th Street - Omaha, NE 68136

Special Guest Speakers:
Tom Kimmet and John Vela

Program will include
Veteran’s benefits – You served your country; make sure you understand all your benefits!
Nebraska Vietnam Veteran’s Memorial Presentation – Remember the Past and Educate the Future.

*** Light refreshments and desserts will be served. Space is limited!

Please RSVP by November 9th to Karren McCall or Zane Jackson

10/29/2026

Nationwide's 2026 study surfaced three key lessons from parents:

🎯 Not starting early enough.
More than 25 percent of recent retirees wish they had started sooner. Fifteen years of compounding early in a career can make a HUGE difference.

🎯 Not raising the contribution rate as your income grows.
Thirteen percent of recent retirees wish they had contributed more to their savings each year.

🎯 Claiming Social Security at 62.
More than a third of boomers plan to claim benefits the moment they become eligible, even though doing so cuts the monthly benefit by 25 to 30 percent for life.

According to the SSA, waiting past full retirement age adds 8 percent per year, up to age 70.

Across the research, three things seem to matter most:

1️⃣ Starting early
2️⃣ Getting an outside perspective rather than relying on instinct alone
3️⃣ Treating retirement as something that unfolds over decades rather than a single date on the calendar

Soar Wealth Strategies WANTS YOU to join us for our Veteran’s Day Event!Open to all Veterans and a guest. When: Wednesd...

10/28/2026

10/26/2026

How many years before you are ready to be “retired”?

It’s one of the most important numbers yet.

TIAA's 2026 longevity literacy research found that workers who expect a shorter retirement save less consistently than those who expect a longer one.

That makes sense, but it also means the people who assume their retirement will be short are the same ones who may be building portfolios with shorter time horizons.

Once someone has already reached 65, the numbers shift.

According to Social Security Administration data:

📌 A 65-year-old man has roughly a 24 percent chance of living past 90

📌 A 65-year-old woman's chances are higher, closer to 35 percent

📌 For a 65-year-old married couple, there is about a 50 percent chance that at least one spouse lives past 90

The practical implication is not "assume you will live to 100."

It’s that a retirement income strategy built around the “average lifespan” often assumes a person will die on schedule. Most people do not.

If retirement is on your horizon, the question to ask is, "What happens to my income strategy if I live to 95?"

10/22/2026

Trust & Will's 2026 Estate Planning Report found that 56 percent of adults don't have core documents in place, including:

📝 A will: who gets what, and who is in charge of making it happen

🏥 A healthcare directive (or living will): what you want if you cannot speak for yourself

✍️ Two powers of attorney, one for medical decisions and one for financial decisions, each naming a specific person

📄 A letter of instruction: the practical map to where accounts live, who your professionals are, and what your kids or pets need

The friction is that estate work forces a family to sit with mortality, name specific people for specific roles, and make decisions that feel too permanent to rush.

Without something in writing, though, families are left improvising during one of the most difficult moments of their lives.

Most say they fully intend to get to it, but too many put it off until it's too late.

Don't put it off. Talk to a financial professional who can help.

10/19/2026

Retirement can bring some pretty great baggage—travel, family time, hobbies, and opportunities to give back. But a few other bags tend to make the trip, too: taxes, healthcare costs, inflation, market changes, and expenses you didn’t see coming. A Financial Flight Plan can help you think through more than the destination. It can help you prepare for what may arrive on the carousel along the way. And unfortunately, there’s no lost-baggage desk for inflation. www.soarwealthstrategies.com

10/19/2026

From small-town Nebraska to financial advisor, Penny Kreikemeier’s journey is a story of relationships, determination, and taking a leap of faith. Penny Kreikemeier grew up in Dodge, Nebraska, a small community of about 600–700 people....

10/19/2026

What happens to your cash flow when you stop earning a paycheck?

The 2026 EBRI Retirement Confidence Survey caught something interesting about that shift.

📊 Among workers, 33 percent say they turn to a financial professional for guidance.

📊 Among retirees, that number climbs to nearly 40 percent.

National Retirement Security Week (October 19–25 this year) is a reminder to check whether your strategy is evolving with your lifestyle priorities.

If retirement is within a few years, the practical step is not rebuilding the strategy today.

It's identifying the two or three moving pieces that are no longer theoretical, the day you stop working, and consider working with a financial professional who can help guide you.

10/16/2026

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their adult children what they will inherit, or whether they will inherit anything at all.

About 33 percent would prefer the kids are kept in the dark about the amount.

Their reasons should feel familiar:
✔️ Worry that a specific number will dampen a child's drive
✔️ Discomfort talking about money at all

The same study found:

Most adult children say they are ready to handle whatever they inherit and would rather shape things while their parents are still around to explain the "why" behind decisions.

Families who have inheritance strategies share some similar habits:

💬 Kids know who the financial professionals are and how to reach them
💬 Everyone knows where the estate documents are
💬 They try to manage any surprises well ahead of time

So, do you tell your children or not?

There's no single right answer here.

Sharing exact numbers isn't necessary, but most families find that a broad discussion can help with priorities and expectations.

Address

9839 South 168th Avenue Suite 2F
Omaha, NE
68136

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15318673400

Website

http://www.soarwealthstrategies.com/

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