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.
WFH Movement Has Altered Real Estate Markets
As more of us are becoming part of the WFH Movement (working from home) during the COVID pandemic, the real estate landscape is undergoing some fundamental changes. The big cities no longer occupy the top of anyone’s hottest housing markets list. In fact, it’s the smaller, more affordable parts of the country topping the list of the country’s most desirable real estate markets.
Are you considering relocating due to a permanent work from home agreement with your employer?
#WorkFromHome #RealEstateMarket
10 Tips for Managing Your Household Budget
It's never too late to start managing your money. Improve your financial health by following the budget tips in this checklist.
#financialtips #startsavingnow #financialgoals
Back to School Planning is So Different This Year
Many parents are preparing to send children off to school this fall. While the checklists grow and the kids soak in the last few minutes of summer break, it’s important to remember college planning and back-to-school shopping. While getting an education can be difficult at times, paying for it can feel like climbing up an unending hill. More and more adults are going back to school, so this doesn’t just apply to kids.
#529plans #backtoschool2021 #inflation
A Checklist for Your Retirement Planning
The time to begin planning for your financial future is now.
When it comes to preparing for retirement, the earlier you start, the better. These 7 steps can help you achieve objectives such as increasing savings and realizing your retirement income goals.
#retirementplanning #financialtips
10 Tips for Small Business Owners
Small businesses owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise.
#smallbusinesses #personalfinances
Which Comes First: Saving for Retirement or College?
If you are like most parents, you will wrestle with this question: which is more important – my own retirement or my child’s education? And as you think about that question, you’ll be flooded with a lot of emotion. Shouldn’t I be thinking of my child’s future first? Or should an investment in me be the best thing I can give my child?
Since there is no one-size fits all answer, it is best to discuss with your financial advisor the right decision for you and your family.
#CollegeSavings #RetirementSavings
Building a Business Is Like Being a Parent
Learn about the various succession and retirement options that small business owners need to consider when planning for their future.
#SuccessionPlanning #Retirement #SmallBusinessOwners
Marriage Financing for the Millennial Generation
Young adults born between 1981 and 1996, the Millennial Generation, face a variety of challenges in their quest for financial security – especially those preparing to get married. Some of these challenges are similar to those faced by previous generations, while others are unique to the times.
If you are of the Millennial Generation “on your way to the altar,” here are some financial tips to help you manage your money and plan for the future for you and your future spouse.
#financialplanning #millennialgeneration
Four Tips for Gaining Financial Independence
Earlier in the month we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom requires financial independence, as well. Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to achieve financial independence.
#TipsForLife #FinancialIndependence
The Business Side of the 4th of July – in America
Did you know fireworks date back to 7th century China and today China produces almost 90% of the world’s fireworks?
Let’s take a break from thinking about financial planning and consider how much we spend as a nation on celebrating Independence Day.
#4thofJuly2021 #IndependenceDay
Three Sobering Thoughts Hurting Your Retirement
Here are 3 issues which can have a real impact on your retirement. From stagnant wage growth, rising inflation and low interest rates these issues should be discussed with your financial advisor.
Keep on track to your retirement with an annual review to readjust any changes to your short-term and long-term financial goals.
#retirementplanning #inflation #interestrates #wagegrowth
Dreaming of Owning a Second Home?
Have you been dreaming of buying a beachfront home or perhaps a cozy cabin in mountains?
Before you make any offers on that property you fell in love with on Zillow, consider these 5 potential issues and talk to your financial advisor to make an informed decision.
#beachfront #cozycabin #secondhome #financialplanning
Five Financial Mistakes You Should Avoid
We all make mistakes, and through them, we learn. But when it comes to finances, it is best not to take the trial-and-error approach.
Maybe you’re making some simple mistakes that can be fixed with a little bit of effort. Your financial advisor can help.
#financialmistakes #retirementplanning #estateplanning
Summer Have You Dreaming of Where to Retire?
It’s officially summertime and with summer comes dreams of relaxing, perhaps not only on a beach but into retirement.
Check out these five criteria for deciding the cities best for retirees financially. If you aren’t sure what your options are for retirement reach out to your financial advisor to get a solid plan based on your specific situation.
#retirementplanning #summer #omahanebraska
What Type of Social Security Benefit Is Best for You?
How will you decide what type of Social Security Benefit is best for you?
As a working professional it is important to understand the various types of benefits available and qualification criteria. This quick summary is a great place to start the conversation. When you are ready, our trusted advisors are well-informed to talk you through the decision process to find the best fit for you.
#SocialSecurityBenefits #SSA #FinancialPlanning
Global Market Commentary - April 2021
Curious how the market performed in April 2021 compared to overall year to date?
Check out this Global Market Commentary - April 2021 in Review for everything from market performance around the world to personal income and consumer confidence.
#globalmarkets #stockmarkets #financialmarketnews
Where Millennials are Buying Homes
Here are 5 areas where the National Association of Realtors (NAR) reports a higher percentage of millennials can afford to buy a home. According to the report, Omaha, NE made the list with 73% of millennials able to buy a home with 10% down payment.
If you are working on a plan to purchase your dream home, reach out today to make a financial plan with one of our trusted advisors.
#financialplanning #buyingahome #financialgoals
America Save’s Week
America Save’s Week is February 22, 2021 - February 26, 2021. Read how half of Americans lack an emergency savings and how a budget can help boost savings. Bring it all together by looking at the statistics on how Americans spend and save.
#americasavesweek #saveforthefuture
The Magic of Advisor Collaboration
The approach we take to working with our diverse client base is centered around collaboration. We are here to listen, understand, and develop a detailed, transparent plan.
NMII advisors have decades of experience in collaborating with our clients and providing guidance based on our experience as well as staying up to date on new developments in the world of finance.
#CollaborativeRelationships #FinancialPlanning
Planning For Your Financial Future
There is no time like the present to begin considering where you are at in your life, where you want to go, and most importantly, how you will get there.
Individuals from all walks of life can benefit from this outline of life events and their correlation to key financial decisions which can help turn financial goals into a reality.
#planforthefuture #financialhabits