Tyler Stoltze at Mutual of Omaha Advisors

04/02/2026

My wife and I spent last week in the Bahamas with Mutual of Omaha as part of a recognition trip. Moments like this are a good reminder that none of it happens without the clients and relationships that support what I do every day. I was fortunate to finish the year as the top life producer in the Midwest. Looking forward to what this year brings!

02/17/2026

🎉 Please join us in welcoming Tyler Stoltze at Mutual of Omaha Advisors as a new member of the Siouxland Chamber of Commerce!

Located in Sergeant Bluff, Tyler specializes in helping individuals and businesses plan for the future with confidence. He offers guidance on retirement planning, annuities, life insurance, and income strategies designed for long-term security and growth. His expertise and client-focused approach make him a valuable resource for our region’s professionals, families, and entrepreneurs.

We’re excited to have Tyler as part of our growing Chamber network and look forward to his contributions to the Siouxland business community! 👏

02/11/2026

I’m excited to share that I’m hiring an Assistant to join my growing financial advisory practice.

If you or someone you know may be a great fit, please review the job posting below and apply.

https://www.linkedin.com/hiring/jobs/4371303030/detail/

11/03/2025

Great week at the World Series surrounded by some of the best minds in the business. Excited to bring that energy back to my clients and community! ⚾️

10/29/2025

Your Retirement Plan Deserves More Than Just “Set It and Forget It” 📊💡

A lot of people think saving in a 401(k) or IRA is their retirement plan — but the truth is, that’s just the starting point.

A real plan looks at everything together:
✅ How your investments are allocated
✅ When and how you’ll draw income
✅ How to minimize taxes in retirement
✅ How to protect your plan from unexpected costs

That’s where financial guidance makes all the difference. Whether you’re just getting started or already retired, a coordinated strategy can help you make your money work smarter, not harder.

If you haven’t reviewed your plan lately — or if it’s been sitting untouched since the market changed — this is a great time to reconnect and make sure it’s still aligned with your goals.

Let’s make sure your retirement plan works as hard as you do. 💼

10/15/2025

Planning for Tomorrow Means Preparing for All of Life’s Stages 🏡💙

When we think about financial planning, most people focus on saving for retirement, investing, or protecting income. But one key piece that’s often overlooked — and can have a major impact — is long-term care insurance.

Here’s why I believe it deserves a place in every well-rounded plan:
✅ Nearly 70% of people over age 65 will need some form of long-term care.
✅ The average annual cost of care can exceed $100,000.
✅ Without proper planning, those expenses can quickly erode savings or put strain on loved ones.

Long-term care insurance isn’t just about covering medical costs — it’s about protecting your independence, your family, and the assets you’ve worked a lifetime to build.

As your local financial advisor here in Sergeant Bluff, my goal is to help you create a plan that provides peace of mind today and flexibility for tomorrow.

If you haven’t reviewed how long-term care fits into your financial strategy, let’s start that conversation. A little planning now can make a world of difference later.

08/26/2025

💡 Changing jobs? Don’t forget about your old 401(k).

When people move to a new role, the first things on their minds are usually onboarding, benefits, and settling in. But one thing often gets left behind: their retirement savings.

If you have an old 401(k), you generally have 3 main options:
1️⃣ Leave it with your former employer
2️⃣ Move it into your new employer’s plan
3️⃣ Roll it into an IRA

Each choice has pros and cons depending on your situation. For many, rolling into an IRA can provide:
1️⃣ Broader investment options
2️⃣ Consolidation (so you’re not juggling multiple accounts)
3️⃣ More flexibility in managing your retirement strategy

The key is to make an informed decision instead of letting the money sit forgotten.

👉 If you or someone you know has recently changed jobs, I’d be happy to walk through the options so you feel confident about what’s best for your retirement goals.

01/07/2025

💼 Thinking about your retirement? 💸

If you've recently changed jobs or retired, you might have an old 401(k) just sitting there. Here's why rolling it into an IRA could be a smart move:

✅ More Investment Choices: With an IRA, you can explore a broader range of investment options, giving you more control over your retirement funds.

✅ Consolidation: Roll your old 401(k)s into one IRA to simplify managing your retirement savings.

✅ Potential for Lower Fees: IRAs often come with lower administrative fees compared to employer-sponsored 401(k) plans.

✅ Keep Your Retirement on Track: Stay focused on your goals and avoid the risk of missing out on growth opportunities.

👉 Contact us today to learn how we can help you roll over your 401(k) and take the next step toward securing your financial future!

05/16/2024

03/18/2024

Celebrating another great year with Mutual of Omaha Advisors.

02/09/2024

Story of the Week:

This week I met with a client who had a front-row seat on how expensive a cancer diagnosis can be. We sat down for an annual review of her current life insurance and at that time we discussed other areas of planning we work in. She was very interested in cancer insurance.

Her mother is undergoing cancer treatment, and she is seeing firsthand how expensive this can be even being covered under health insurance. She determined that any amount of coverage would be of interest, but wanted to look for an affordable plan.

After taking a look at coverage options, she liked the $50,000 plan. This policy is less than $30 a month, and if she is ever diagnosed with cancer, the insurance company will write her a check for $50,000.

It’s vital to protect yourself and your loved ones from cancer. Feel free to reach out to discuss what plans may benefit you the most.