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Reuben J. Brauer, CFP®

Vice President, Financial Planning

“In the end, it’s not the years in your life that count. It’s the life in your years.”

- Abraham Lincoln

Education

Professional Background

  • Member – Financial Planning Association
  • Men’s Group Leader – Lifegate Church
  • Past Campus Team Lead (Midtown) – Lifegate Church

Achievements

Team

  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)

Blog Posts

The End of File and Suspend for Social Security

(Congress Plans to Close Social Security “Loopholes”) This week, budget legislation (Bipartisan Budget Act of 2015) passed in Congress to remove the ability for spouses to take advantage of the Social Security strategy commonly known as file and suspend. Previously, the file and...

The Benefits Of Budgeting

When it comes to personal finance there is one word that makes almost everyone cringe... Budgeting. Most people feel that maintaining a budget means that it will be the end of all of the "fun". In reality, establishing and following a sound budget does just the opposite. It not only...

Should I Rollover My Retirement Account(s) To An IRA?

This is the third in a four part series designed to help you determine the best way to proceed with your previous employer's company retirement plans, including 401(k)s, 403(b)s and more. Part 1 | 2 | 3 | 4 Now that you understand at the pros and cons of leaving your 401(k),...