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527 4th Street David City, NE 68632
  • Phone:
    (402) 367-4950
  • Fax:
    (402) 367-3996
  • E-mail address: info@moravecfinancial.com
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Newsletters

  • Stretch IRA Alternatives

    The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

  • Sectors: Overweight, Underweight, or Just Right?

    Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.

  • When Should Young Adults Start Investing for Retirement?

    Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.

  • HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks

    Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.

More Newsletters »

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

More Calculators »

Contact Us

527 4th Street David City, NE 68632
  • Phone:
    (402) 367-4950
  • Fax:
    (402) 367-3996
  • E-mail address: info@moravecfinancial.com

Securities America Form CRS

Moravec Financial Advisors, Inc. is an independent firm with securities offered through Securities America, Inc., member FINRA/SIPC.  Advisory services are offered through WealthPLAN Partners, a registered investment adviser.  Moravec Financial Advisors, Inc., Moravec & Associates CPA, PC, WealthPLAN Partners, and Securities America are seperate entities.  Tax services offered through Moravec & Associates CPA, PC.  Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation.

This site is published for residents of the United States only. Registered Representatives of Securities America Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. 

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