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

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

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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

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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

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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

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

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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

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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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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

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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

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

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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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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

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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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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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Taxpayer Bill Of Rights

With Tax Day 2021 pushed back to May 17th you still have a month to wrap up your taxes. This quick read reviews the 10 Taxpayer Bill of Rights set out by the IRS. Know your rights and understand your financial situation.

While we here at NMII are not tax return preparers, there is still time to make final contributions for 2020 that could lower your tax bill.

#taxday2021 #taxpayerbillofrights

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Financial Planning Dave Nelson Financial Planning Dave Nelson

Thinking About Social Security Benefits at 62?

April is National Social Security Month. It is the perfect time to consider these three questions before deciding when to take social security benefits.

As with any major financial decision, your financial advisor can help guide you to make the most informed decision with your personal goals and objectives in mind.

#socialsecurityretirementbenefit #financialadvisor #omahanebraska #socialsecuritymonth

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Financial Planning Dave Nelson Financial Planning Dave Nelson

April is Financial Literacy Month

April is Financial Literacy Month!

We here at NMII value the importance of learning, establishing, and maintaining healthy financial habits. This article reviews statistics on financial literacy which we think you will find interesting.

Don’t be discouraged by these statistics, rather let us know what topics you want to learn more about, and we will be happy to share helpful knowledge on the topic. Reach out to your financial advisor today and ask for help to improve your understanding of your financial situation.

#financialliteracymonth #financialadvisors #spreadtheword

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