WealthBridge Advisory Group - Stifel

WealthBridge Advisory Group - Stifel We take a team-oriented, consultative approach to help you Accumulate, Grow, Mitigate Risk, Enjoy, and Transfer your Wealth. Stifel Financial Corp.

Wayne Breyfogle, Branch Manager, Dan Hoeft, Vice President/Investments, Scott Fuhrman, Financial Advisor. After hours by appointment only.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Membe

r SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Don't let RMD's creep up on you. It is just one of the things we discuss in our planning sessions, but a very valuable a...
07/17/2026

Don't let RMD's creep up on you. It is just one of the things we discuss in our planning sessions, but a very valuable and often over looked one.

So are you looking for ways to better manage required minimum distributions (RMDs) in retirement? There are several strategies that may help reduce or delay taxable distributions depending on your situation. From planning opportunities to charitable approaches, understanding your options can help make a difference.

Explore the full list and learn more, click the link:
https://livesocial.seismic.com/acilV_

This could be a game changer for some small businesses!Many small businesses face a unique set of circumstances. Besides...
07/15/2026

This could be a game changer for some small businesses!

Many small businesses face a unique set of circumstances. Besides competing with other companies in selling products or services, small businesses strive to provide employee benefits comparable with larger companies to retain quality employees.

If you are trying to attract and retain top talent and both companies are equal but one offers a retirement plan and the other doesn't... It could be hard to compete.

Learn more about the SIMPLE IRA plan here:
https://livesocial.seismic.com/aWDCFw

In 2026, the federal estate tax exemption is $15 million per individual estate. The exemption is adjusted annually for i...
07/14/2026

In 2026, the federal estate tax exemption is $15 million per individual estate. The exemption is adjusted annually for inflation. In addition to the federal estate tax, twelve states and the District of Columbia impose their own estate tax – often with exemption thresholds significantly lower than the federal exemption.

Access the guide to explore planning considerations for reducing and managing estate tax liability:
https://livesocial.seismic.com/axwW0R

Investing in retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it'...
06/25/2026

Investing in retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it's important to remember that retiring from your career is just the beginning. Your savings may need to last 20 to 30 years or longer.

Review key strategies for staying focused on long-term retirement goals and navigating market changes:
https://livesocial.seismic.com/ajIAmd

The Savings Incentive Match Plan for Employees (SIMPLE) is an alternative to the 401(k) for small business owners. Emplo...
06/23/2026

The Savings Incentive Match Plan for Employees (SIMPLE) is an alternative to the 401(k) for small business owners. Employers and employees can make deductible contributions directly into IRAs that are owned and controlled by each participant in the plan.

Discover how SIMPLE works:
https://livesocial.seismic.com/aSqiTt

Distributions from a qualified retirement plan prior to the participant reaching age 59½, that are not rolled over, are ...
06/22/2026

Distributions from a qualified retirement plan prior to the participant reaching age 59½, that are not rolled over, are generally subject to taxation and a 10% penalty. However, the law allows several exceptions to the penalty.

Learn more about these exceptions here:
https://livesocial.seismic.com/ahg497

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!
06/21/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical ins...
06/19/2026

Join us June 24 at 4 PM ET for a NextGen Voices webinar featuring Tom Michaud, President & CEO of KBW. Get practical insights on standing out early, making smart career decisions, building relationships, and staying resilient through industry cycles.

Register now: https://livesocial.seismic.com/aqlONE

Our office is closed as we honor freedom and resilience this Juneteenth. Together, we celebrate progress and unity.
06/19/2026

Our office is closed as we honor freedom and resilience this Juneteenth. Together, we celebrate progress and unity.

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are n...
06/18/2026

Wondering how you should save for retirement? The answer depends on your goals and your financial situation. There are no cookie-cutter ways to invest, and where you invest can depend on many factors.

Learn about some ideas for different retirement saving strategies here:
https://livesocial.seismic.com/aqfSpo

Address

13030 Pierce Street Suite 201
Omaha, NE
68144

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:15pm

Telephone

+14029551033

Website

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