NICK HALL, CFP® + INVESTMENT ADVISER
Nick Hall is an Investment Adviser at Lutz Financial with over eight years of industry experience. He specializes in comprehensive financial planning and investment advisory management services.
AREAS OF FOCUS
- Financial Planning
- Investment Advisory Services
- Retirement Planning
- Income Tax Planning
- Social Security and Medicare Planning
- Education Planning
- Investment Product Research
- Small Business Owners
- High Net Worth Families in Transition
AFFILIATIONS AND CREDENTIALS
- Financial Planning Association of Nebraska, Member
- Certified Financial Planner
EDUCATIONAL BACKGROUND
- BSBA in Finance and Business Management, Eller College of Management - University of Arizona, Tuscon, AZ
COMMUNITY SERVICE
- Mount Michael Benedictine, Alumni Board President-Elect
- Lutz Gives Back, Committee member
- United Way, Volunteer
- Salvation Army, Volunteer
- Omaha Home For Boys, Volunteer
- Susan G. Koman Race for the Cure, Volunteer
THOUGHT LEADERSHIP
- Being Mindful of the Social Security Tax Torpedo & Medicare Surcharges
- Qualified Charitable Donations: Using IRAs as a Charitable Piggy Bank for Investors
- New Tax Legislation and Individual Financial Planning Strategies
- The Ins and Outs of Health Savings Accounts (HSAs)
- Sorting Through the Medicare Alphabet Soup
- Is it Time to "Beary" This Bull Market?
- Does a Roth IRA Conversion Make Sense for You?
- Clinton vs Trump: An Impartial Look Into the Tax Plans of Each Candidate
- Tax Deferral: A Very Powerful Financial Planning Tool
- Volatile Markets Can Lead to a Potential Harvest
- Back to School Education Planning
- Taking Social Security Benefits Early or Late: The Great Debate?
Achiever | Competition | Learner | Significance | Self-Assurance
CONTACT NICK HALL
