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2254 26th Avenue, Columbus, NE 68601

 
Your Financial Partners Your Needs, Our Focus Your Questions Answered Your Financial Roadmap

Comprehensive Services

Our services are designed to help individuals, families, and business owners build, protect, and preserve their wealth.

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A Personalized Approach

Rather than focus on selling products, we offer customized recommendations and provide clients with options from which to choose.

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Our Independence

As an independent firm, we are committed to offering unbiased strategies aligned with your unique needs and specific goals.

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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.

Helpful Content

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

 

A Checklist for When a Spouse or Parent Passes

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Even the most seasoned investors have biases affecting their financial choices.

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A Look at Whole Life Insurance

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Calculate your required minimum distribution amount based on your account balance and age.

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Estimate your potential federal capital gains tax liability on the sale of an asset.

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Explore how compound interest can grow your money over time with this interactive tool.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Bucket lists don’t have to be for tomorrow.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Even low inflation rates can pose a threat to investment returns.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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