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:
April 23rd - Life Insurance Explained
May 7th - Stocks vs Mutual Funds vs ETFs
May 21st - What is an Annuity?
June 4th - 10 Financial Questions to Ask Yourself
 

 

 

View past Financial Friday Topics

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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