Financial Planning Resources

Check out these general resources regarding retirement income plans, social security planning, investment management, child and self education planning, and risk management.

If you have questions or want to get started on making a detailed plan, reach out.

 
 

Are Financial Advisors Still Relevant in a Digital World?

Are you wondering if an advisor could bring value to your financial planning? From breaking down misconceptions to finding the right fit, this eBook is worth reading if you want to see how a financial advisor might benefit you in today’s digital world.  

Financial Planning Dave Nelson Financial Planning Dave Nelson

Is Your Retirement Highway in Need of Some Roadwork?

Somewhere along your road to retirement, you should pull to the side and look at your “map.” Will your road to retirement be a smooth one or filled with potholes? How far down the road is your retirement and have you packed enough financial resources to last the journey?

Regardless of your current location, it’s important to recognize that the road to retirement is constantly changing. In fact, the financial bags you’ve packed may only take you so far.

#retirementplanning #financialplanning #financialtips

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Tips for Women to Build Financial Independence

Traditionally, women have been the caretakers of both the older and younger generations of their families. But providing care for family members is becoming increasingly difficult, as doing so may require a leave of absence from work and drain one’s bank account.

Such income disruptions greatly affect a woman’s ability to save money, plan for retirement, and maintain financial security. In addition, older married women often provide care for their elderly husbands. But who will help you when you require assistance?

#financialindependence #financialplanningforwomen

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Financial Planning Dave Nelson Financial Planning Dave Nelson

6 Hidden Costs of Homeownership

Buying a home is a big decision. The cost of the home isn't just about the monthly mortgage payment—there are other factors to watch out for.

Learn more about the true cost of purchasing a home and seven hidden costs you should consider.

#mortage #propertytaxes #privtatemortageinsurance

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Financial Planning Dave Nelson Financial Planning Dave Nelson

6 Questions About 529 Plans

If you’re saving for your child’s higher education, you probably have a lot of questions besides “When did college get so incredibly expensive?” One popular savings tool that might puzzle you the most is the 529 Plan.

Our advisors can help you determine how a 529 Plan could work for you and your loved ones.

#529plan #collegeexpenses #collegesavings

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Financial Planning Dave Nelson Financial Planning Dave Nelson

How to Handle a Retirement Shortfall

Saving for retirement in today's economy can be a monumental challenge. This is especially true if you've just finished paying for your children's college education. But, you can control your financial future by identifying your retirement needs, setting up a retirement savings goal, and making wise investment decisions now.

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Summer is a Fantastic Season to Find a Planner

If you haven’t started a financial plan, you’re not alone. A recent survey shows big disconnects between what Americans know they should do financially and what they actually do: while 58% of respondents believe their money planning needs improvement, a third have taken no steps toward such plans.

#financialplanning #omahanebraska

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Eight suggestions on your way to establishing true financial wellness

August is National Wellness Month, an entire month where we can focus on self-care, managing stress and promoting healthy routines on our way to a lifetime of wellness. And while we all intuitively know that simple, daily actions can have a big impact on our health, sometimes a few reminders can prove helpful.

#financialwellnessmonth #financialplanning #wellness

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Existing Home Sales Take a Breather in May – But Not By Much

Looking for market insights for this week? Click here to review recent data from the National Associate of Realtors on the changes in the housing market and vacation homes.

According to the release from the NAR, total existing-home sales – completed transactions that include single-family homes, townhomes, condominiums and co-ops – dropped 0.9% from April to an annual rate of 5.80 million in May. But sales in total were up a stunning 44.6% from just one year ago (May 2020).

#marketinsights #NationalAssociationofRealtors

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Subtract Inflation and It All Adds Up!

Gasoline prices as low as 25 cents a gallon? A soda for 15 cents? Surely we aren’t talking about 2021!

Inflation is the increase in the average price level of ALL goods and services. One top consideration when planning your finances is the effects of inflation. If you aren’t sure how inflation will change your long term financial plans, reach out to discuss with a financial advisor.

#FinancialPlanning #Inflation #ConsumerPriceIndex

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Why the inflation rate doesn’t tell the whole story

As of May 12, 2021, the April consumer price index shot up a seasonally adjusted 0.8%, the biggest jump since 2008. The year-over-year inflation rate of 4.2% is double what the Federal Reserve has set as its target.

Should consumers be concerned? See what North Carolina State University’s, Professor of Finance, Richard S. Warr has to say on the topic.

#inflationrate #americaneconomy #financialplanning

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Summer Means Graduations (and Adulting)

Congratulations to all 2021 Graduates!

Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom. How can these individuals know if they are prepared for their financial transition into adulthood? Our financial advisors can help – give us a call.

#congratualtionsgraduates #graduate2021 #financialplanning

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Financial Planning Dave Nelson Financial Planning Dave Nelson

25 Financial Tidbits

Check out these 25 Financial Tidbits to help get your financial house in order. No matter where you are in life, you should be able to find several which directly apply to you.

Not sure how to turn your goals into reality? Our advisors can help create a manageable and customized plan fit to your needs.

#financialtips #financialplanning

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Financial Planning Dave Nelson Financial Planning Dave Nelson

The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)

This article detailing the financial pressures facing retirees can help you plan or if you have already retired, identify areas affecting you from living your best retirement.

Take the time to reach out to a financial professional to evaluate your plan and discover potential opportunities to do more with your retirement.

#retirewell #retirementplanning #financialplanning

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Financial Planning Dave Nelson Financial Planning Dave Nelson

The Financial Planning Process

How can we help reduce your stress this month?

The NMII team is here for you whether you are focused on funding retirement, educating your children, protecting your assets, or coping with unexpected changes to your health, employment, or martial situation. Regardless of your goals, the sooner you are able to start, the better.

#stressawarenessmonth #stressfreeplanning

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