Our services are designed to help individuals, families, and business owners build, protect, and preserve their wealth.Learn More
A Personalized Approach
Rather than focus on selling products, we offer customized recommendations and provide clients with options from which to choose.Learn More
As an independent firm, we are committed to offering unbiased strategies aligned with your unique needs and specific goals.Learn More
Customized Solutions Tailored to Your Unique Financial Goals
In a non-stop world, it’s difficult to find the time to manage your wealth and plan for the future, let alone stay up-to-date on the latest market changes or investment opportunities. But without a proactive strategy, pursuing your goals and staying on track can be difficult. That’s where we come in.
Prokopec Wealth Management is an independent financial services firm based in Columbus, Nebraska. Working with individuals, families, and small business owners in all stages of life, we offer comprehensive investment management, financial and retirement planning strategies, and insurance.
We enjoy helping our clients take control of their financial future and manage their assets so they can focus on their passions and interests in life. We serve clients in the greater Lincoln and Omaha areas, as well as across the country. We invite you to contact us to learn more about how we can help you.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
One way to find money is to examine your current spending habits and eliminate money wasters.
Term insurance is the simplest form of life insurance. Here's how it works.
Here are six flags that may make your tax return prime for an IRS audit.
Try these activities to keep your brain sharp.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Six overlooked tax deductions to help manage your tax bill.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.