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Blogs2026-02-20T11:51:13+00:00
506, 2024

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans will be financing your retirement.

Another […]

2703, 2024

Alternative Income Streams: The Role Of Annuities In Retirement

What is an Annuity?

An annuity is a contract between the annuitant (that’s you) and an insurance company. The annuitant makes a payment (a premium) to an insurance company that, in turn, promises to make regular income payments that over time could exceed the amount of premium paid. Some annuity contracts […]

2003, 2024

Managing Healthcare Costs in Retirement

As retirement approaches, planning for healthcare expenses becomes increasingly critical. Research suggests that retirees often need a substantial portion of their savings to cover medical care. Let’s dig into the details.

How Can Tax-Advantaged Accounts Help Manage Healthcare Costs?

Investing in tax-advantaged accounts such as Health Savings Accounts (HSAs) can be advantageous. HSAs allow for pre-tax […]

2401, 2024

The Importance of Starting Early: Tips for Retirement Planning in Your 20s

Retirement might seem like a distant concept in your 20s, but starting early with your retirement planning can significantly affect your financial future. The power of compounding interest and the long future ahead of you make your 20s the perfect time to lay a strong foundation for […]

2712, 2023

Income Planning: The Foundation of Retirement Planning

Income planning is the first step in closing the difference between where you are today and where you hope to be tomorrow. It’s where we begin the journey on the road to retirement, or even further into retirement.

Creating passive income in retirement

The bottom line of any income plan is to see if […]

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Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.

Client's Access

CONTACT US

Phone: 402.466.3919
Fax: 402.464.0648
Email: info@shunkwilerfinancial.com

HOURS OF OPERATION
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-2:30pm

OUR LOCATIONS

Lincoln
6301 S 58th Street
Lincoln, NE 68516
Get Directions

Omaha
(By Appointment Only)
900 S 75th Street,
Omaha, NE 68114
Get Directions

PRIVACY POLICY

Click Here

CHECK US OUT

Calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Securities and investment advisory services offered through Great Point Capital, LLC, member FINRA/SIPC. Great Point Capital, LLC is not an affiliated company.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Insurance products are offered through the insurance business Acadia Life Insurance. Shunkwiler Financial is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Acadia Life Insurance are not subject to Investment Adviser requirements. AEWM and Acadia Life Insurance are not affiliated companies. Securities and investment advisory services offered through Great Point Capital, LLC, member FINRA/SIPC. Great Point Capital, LLC is not an affiliated company.

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