LK Price Wealth Management

LK Price Wealth Management Offering financial planning and asset management

September is College Savings Month. A 529 plan can help families save for future education expenses while offering valua...
09/02/2026

September is College Savings Month. A 529 plan can help families save for future education expenses while offering valuable tax advantages. Even small, consistent contributions can add up over time. #529

Fall is a great time to check in on your financial plan. With a few months left in the year, there's still time to adjus...
08/31/2026

Fall is a great time to check in on your financial plan. With a few months left in the year, there's still time to adjust your tax strategy, retirement contributions, and other financial goals before year-end. A review now can help you finish the year on stronger financial footing.

If you are looking for a few concrete steps you can take right now to improve your financial situation, here are three t...
08/29/2026

If you are looking for a few concrete steps you can take right now to improve your financial situation, here are three that I recommend frequently and that tend to have an outsized impact over time.

First, review your beneficiary designations on your retirement accounts and life insurance policies. Life changes, and these designations do not update automatically.

Second, increase your retirement contribution by even one percent, particularly if you recently received a raise. You will likely not notice the difference in your take-home pay, but your future self absolutely will.

Third, schedule a financial review if you have not had one in the past year. Markets change, tax laws change, and your life changes, so your financial plan should be keeping pace with all of it. None of these steps require a major overhaul. They just require a decision to start.

One of the most common reasons people put off purchasing life insurance is the assumption that it will be expensive. In ...
08/26/2026

One of the most common reasons people put off purchasing life insurance is the assumption that it will be expensive. In many cases, that assumption is simply not accurate. Term life insurance in particular can be surprisingly affordable, especially for younger, healthier individuals, and even a modest policy can provide a level of financial protection that would make a meaningful difference for your family.

The cost of not having coverage, on the other hand, can be devastating. If price has been the thing standing between you and the peace of mind that comes with knowing your loved ones are protected, I would encourage you to at least have the conversation before assuming it is out of reach.

Life insurance is not a fun topic. Nobody enjoys thinking about what would happen to their family if they were no longer...
08/24/2026

Life insurance is not a fun topic. Nobody enjoys thinking about what would happen to their family if they were no longer here. But I have never once had someone tell me they regretted having the right coverage in place. I have, however, seen what happens when families are left without it, and it is a situation I would not wish on anyone. Life insurance is not about dwelling on worst-case scenarios. It is about loving the people in your life enough to make sure they are protected no matter what. If you have been avoiding this conversation, I understand. But I am also here whenever you are ready to have it.

Most people work with a CPA and a financial advisor at some point in their lives, but they rarely work with someone who ...
08/22/2026

Most people work with a CPA and a financial advisor at some point in their lives, but they rarely work with someone who is both. The difference that makes in the quality of financial planning is hard to overstate. Your tax situation and your investment strategy are not separate conversations; they are deeply connected, and decisions made on one side of that equation almost always affect the other. When both perspectives live in the same place, with the same person who understands your full picture, the planning is more cohesive, more efficient, and more aligned with your actual goals. It is one of the things I am most grateful to be able to offer my clients, and it is something I genuinely believe sets the work we do together apart.

When it comes to saving for a child's or grandchild's education, a 529 plan remains one of the most tax-advantaged tools...
08/19/2026

When it comes to saving for a child's or grandchild's education, a 529 plan remains one of the most tax-advantaged tools available. Contributions grow tax-free when used for qualified education expenses, which can include tuition, room and board, books, and even certain K-12 costs. Some states also offer a state income tax deduction for contributions, which adds another layer of benefit for those who qualify.

If you have been thinking about how to save for education in a way that is both intentional and tax-efficient, I would love to walk you through what a 529 plan could look like as part of your broader financial picture.

I had such a great time at the LPL Focus conference that I forgot to take very many pictures!  It was a great time of le...
08/17/2026

I had such a great time at the LPL Focus conference that I forgot to take very many pictures! It was a great time of learning, connecting with colleagues, and seeing a little bit of California!

“She’s a Marathoner, not a Sprinter.”Someone described my approach to investing that way recently, and I thought it was ...
08/15/2026

“She’s a Marathoner, not a Sprinter.”

Someone described my approach to investing that way recently, and I thought it was a pretty accurate summary. I am not a day trader. I do not chase market trends or make reactionary moves based on short-term volatility. My focus is always on the long term, because that is where real, lasting wealth is built. It is a slower, less exciting approach than some, but it is also the one that has consistently served my clients well over time.

Financial security is not built in a sprint. It is built mile by mile, with patience, consistency, and a clear picture of where you are headed. If that philosophy resonates with you, I think we would work well together.

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4215 23rd Street
Columbus, NE
68601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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