Financial Planning South Sioux City NE

Here are a few thoughts on dealing with job loss in South Sioux City in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Ms. Myra Alley Kingsbury, CFP®
(402) 494-4642
2021 Dakota Ave
South Sioux City, NE
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Kevin A. Keane, CFP®
(712) 258-8600
325 W 7th St
Sioux City, IA
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided by:
Jay Edward Morrison, CFP®
(712) 234-4043
302 Jones St Ste 210
Sioux City, IA
Firm
Robert W. Baird
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Marc A. Geels, CFP®
(712) 224-4651
5764 Sunnybrook Dr
Sioux City, IA
Firm
EFS Group

Data Provided by:
Mr. Dan L. Demarest, CFP®
(712) 277-6607
601 Pierce St
Sioux City, IA
Firm
Security National Bank
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael F. Keane, Clu, Chfc, CFP®
(712) 258-8600
325 W 7th St
Sioux City, IA
Firm
Ameriprise Financial Services,Inc.
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Robert W. Houlihan, CFP®
(712) 255-3450
4240 Hickory Ln Ste 100
Sioux City, IA
Firm
Houlihan & Associates PC

Data Provided by:
Mr. Joseph R. Mohrhauser, CFP®
(712) 258-5550
522 4th St
Sioux City, IA
Firm
KRP Financial Services LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mrs. Gail M. Bivens-Rose, CFP®
(712) 234-4030
302 Jones St Ste 210
Sioux City, IA
Firm
Robert W. Baird & Co. Incorporated
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Intergenerational Planning, Retirement Income Management, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Robert Kendall Hahn, CFP®
668 W Sawgrass Trl
Dakota Dunes, SD
Firm
Dynamic Wealth Strategies
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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