Ivy Kirkman: Financial Advisor at Mutual of Omaha

05/29/2026

Getting a legal notice at 15 wasn’t exactly in the plan, but it taught me about the importance of protecting your assets, understanding the rules, and knowing how to pivot.

The business that started in my childhood bedroom gave me a passion for entrepreneurship and finance. I use that passion now to help young families and professionals build their financial futures.

What was your very first job or business venture? Let me know in the comments!📈💼👩🏻‍💼

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/22/2026

It took me a finance degree, multiple licenses, and personal experience to learn that these 5 things are crucial in a financial plan.

Give me a follow to learn more finance tips like this one!

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/21/2026

You don't have a money problem, you've just never been taught what you need to know. That's what I am here for!

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/20/2026

Here’s the difference between term life, whole life, and indexed universal life insurance

🛡️Term = affordable temporary coverage
🏠Whole Life = guaranteed permanent protection + stability
📈 IUL = more affordable permanent coverage + focus on cash value growth potential

The “best” policy is never one-size-fits-all. It should fit YOUR life.

Reach out if you’re curious about what type of life insurance would be best for you and your family!

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC.
The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/18/2026

It’s not a fun conversation to have, trust me, I know— but it’s an important one to have. If you’re a parent, and you’ve never actually looked into the cost of getting a term policy to protect your family… I encourage you to at least look into it.

I act as a broker and can shop out multiple carriers for you. If you want a life insurance quote, DM me “QUOTE.” It would be a no pressure conversation so that you can feel confident in whatever decision you end up making.

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC.
The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

05/16/2026

If you've ever heard terms like stocks, bonds, or capital gains and just nodded along hoping no one would ask you to explain them — this is for you.

The truth is, many of us were never taught this stuff. It wasn't in school, it wasn't dinner table conversation, and by the time it mattered, it felt too late to ask. So we Googled, got overwhelmed, and closed the tab.

But here's what I want you to know: finance does not have to be too complicated. I wanted to break down some of the common finance terms for you:

Stock — A small piece of ownership in a company. If the company wins, you win. If it tanks, your money feels it.
Bond — You lend money to a company or government, and they pay you back over time with interest. Less exciting than stocks, but more predictable.
Index Fund — A fund that automatically mirrors a market index. One purchase, instant diversification. One of the most recommended starting points for new investors.
S&P 500 — A collection of the 500 biggest U.S. companies. When people say "the market is up," they almost always mean this.
Equity vs. Debt — Equity means you own a piece of something. Debt means you're owed money back with interest. Stocks are equity. Bonds are debt. Two completely different relationships with your money.
Capital Gains — The profit you make when you sell something for more than you paid. The government takes a cut — and how much depends on how long you held it.

Understanding these terms is the foundation of building real wealth. And you deserve to have that foundation.

Finance doesn't have to be complicated. You just needed someone to explain it right.

Save this so you always have it as a reference or share it with someone who needs it. This is what I do — break down finance so you understand exactly how it impacts your life!

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/14/2026

No matter where you're at in your career, I believe you will find value in the strategies that we will be sharing during this webinar. I hope to see many of you there!

May 19th, 6PM Pacific (8PM Central)
The link to register: https://bit.ly/42jWeqX

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/12/2026

If you’ve been thinking about getting help with your finances but aren’t really sure what that process even looks like… you’re not alone.

That’s exactly why I start with a complimentary first meeting.

It’s just a conversation — no pressure, no commitment. We’ll talk through where you’re at, what you’re working toward, and any questions you’ve been sitting on.

I’ll also walk you through what it actually looks like to work together, including pricing (which depends on how in-depth your plan needs to be).

If it feels like a good fit, we move forward and start building your plan. If not, you still leave with clarity and direction.

If you’ve been on the fence, this is your sign to at least explore it.

Message me “HELP” and we’ll set something up!

05/08/2026

A lot of people want to ask this question, but they don't because they think they should already know the answer.

Keep asking the questions! The best day to start was yesterday, the next best day is today.

Happy investing!



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information. All investing involves some risk, including possible loss of principal.

05/08/2026

One of the most common financial questions I get is whether to focus on paying off debt or building savings.

The reality is, it is not always an either or decision. Finding the right balance depends on factors like interest rates, emergency savings, and overall financial priorities.

I wanted to share this article because it does a good job breaking down how to approach both and when each should take priority.

Let me know your thoughts in the comments!

Discover key factors to consider when choosing between paying off debt and saving for the future. Plus, find professional advice on managing debt while still saving.