Do you have questions about life insurance? Not sure how to plan for retirement? Maybe you need valuable information about when to consider a Roth IRA? To assist members who are interested in learning more about investments and retirement planning, Nymeo gives valuable information to our members every other Friday. Each topic focuses on financial aspects that could help you prepare for your financial future and some even feature an informative webinar! Upcoming topics are listed below.

Upcoming Topics:
October 8th - Self Employed Income Tax Basics
October 22nd - TBD
November 5th - TBD

 

 

View past Financial Friday Topics

September 24, 2021

Man playing theh acoustic guitar and enjoying timw with his wife

Cash Savings vs. Retirement Investing
Solid financial planning requires a balance of cash savings and retirement investing. You need a mix of savings and investments to provide for your future one year from now and 40 years from now.
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September 10, 2021

A woman relaxing and enjoying retirement

Are You Facing a Forced Early Retirement?
Life is expensive and saving for retirement, when you may not be ready, may feel like it should be on the bottom of list. But, if you save now, you’ll enjoy the fruits of your labor and enjoy retirement as you should.
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August 27, 2021

Retirement Savings

The Top 6 Excuses for Not Saving for Retirement
Despite the best-laid plans of many people approaching retirement age, nearly half will retire earlier than anticipated due to health issues, the need to care for a family member, or the downsizing of their employer.
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August 13, 2021

qualified charitable distribution

Is a qualified charitable distribution right for you?
Wouldn’t it be great if your “half birthday” felt as special as it did when you were a kid? It could when you turn 59 ½ and if you are eligible for an in-service distribution or ISD from your 401(k) plan. As with all investment decisions, there are factors to consider.
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July 30, 2021

In-Service Distributions

What is an In-Service Distribution
Wouldn’t it be great if your “half birthday” felt as special as it did when you were a kid? It could when you turn 59 ½ and if you are eligible for an in-service distribution or ISD from your 401(k) plan. As with all investment decisions, there are factors to consider.
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July 16, 2021

Short-term Investing

3 Tips for Short Term Investing
While many investments are designed to grow over extended periods of time, there may be occasions, such as saving for a down payment on a home, when there’s only a short window of time to reach a goal.
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July 2, 2021

Estate Planning

Breaking Down Estate Planning
Estate Planning is formalizing a plan, one that includes legally viable documents, to ensure your end of life decisions are honored and that after your death, your assets are divided according to your wishes.
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June 18, 2021

10 Financial Questions

10 Financial Questions to Ask Yourself
There are many questions you should ask yourself about your financial life. Can you answer the questions below? If you can't and do not know where to start, we can help!
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June 4, 2021

Financial Advisor

How to work with a Financial Advisor
An advisor gets to know what’s important to you in order to help you reach your financial goals. They provide recommendations for a diversified portfolio that can help you make progress toward your financial goals and protect against the unexpected. Your advisor’s personalized guidance helps you stay on track over time and amidst a variety of market conditions.
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May 21, 2021

What is an Annuity

What is an Annuity?
We are often asked “what is an annuity” and “does it make sense for me?” Below is a good explanation of annuities.
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May 7, 2021

Stocks vs Mutual Funds

Stocks vs. Mutual Funds vs. ETFs
Understanding your investments is important to managing your portfolios. Below are a few basic definitions to help you better understand three investment vehicles: Stocks, Mutual Funds and ETFs.
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April 23, 2021

Life Insurance Explained

Life Insurance Explained
Life insurance provides a way to help those you care about maintain their quality of life in the event of an untimely death, and life insurance can also be used to provide retirement and other benefits to you during your lifetime.
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April 9, 2021

Understanding 529 College
Savings Plans

Understanding 529 College Savings Plan
Investing in a 529 College Savings Plan can help you save money for college tuition and expenses with additional tax benefits that vary by state and plan. Withdrawals can be used for the beneficiary’s eligible K-12 and postsecondary qualifying education expenses.
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March 26, 2021

All about Asset Allocation and Diversification

All about Asset Allocation and Diversification
Asset allocation is the process of choosing which asset classes are best suited for your portfolio. Generally, asset classes include equities, fixed income, cash, commodities and real estate. Once you've made that determination, it's time to consider how those asset classes will be diversified.
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March 12, 2021

When to Consider a Roth IRA?

When to Consider a Roth IRA?
A Roth IRA is a special retirement account where you pay taxes on money going into your account, and then all future withdrawals are tax-free (assuming they meet IRS guidelines).
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February 26, 2021

What's an Annuity?

What is an Annuity?
We are often asked “what is an annuity” and “does it make sense for me?” Below is a good explanation of annuities.
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February 12, 2021

Retirement Around the Corner?

Is Retirement Around the Corner?
Are you planning to retire soon? If so, here are three urgent actions and decisions you may be facing soon -- if you haven’t already. Make sure you remember to address these three important age-based milestones.
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