Could you benefit from consolidating your retirement assets
Many Americans own two or more 401(k) or IRA accounts. If you are one of these people, consolidating your accounts may help you save time and may provide a more comprehensive view of your financial situation.
Click to take a look

How to balance saving for retirement and college at the same time
It’s a familiar balancing act for many families today: saving for retirement and college, two of life’s most important milestones. As a result, parents might feel they have to choose between the two. However, this doesn’t have to be an either/or decision.
Click to take a look

Try out this retirement planner calculator
Use this handy calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social Security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your Social Security benefits up to, but not over, the maximum.
Click to take a look

Key Retirement Savings Milestones by Age
Help prepare for your future by taking note of key retirement ages. Are you in or approaching any of these important age groups?
Click to take a look

Non-traditional family financial planning
Today’s families take many different shapes, from more traditional “married with children” family units to less traditional households such as blended families, domestic partners with children and single parents. It's important to have a financial plan that considers your unique circumstances.
Click to take a look

Take this 3-Minute Confident Retirement Check
Retirement questions—we all have them! Take this 3-Minute Confident Retirement Check to find answers. Gauge your retirement  readiness and see where you stand! If you have questions, you are invited to discuss your retirement journey with Nymeo’s financial advisor.
Click to take a look

Maximize Contributions With Catch Up Contributions
Saving any amount toward your retirement is good. And, if you can, consider contributing the maximum allowed amount to your IRA or employer retirement plan. If you are 50 or over, now may be the time to make catch-up contributions.
Click to take a look

The Top 6 Myths About Saving For Retirement
When it comes to retirement savings, many will randomly choose a number out of the air and make it a goal.
Click to take a look

A must read for snowbirds
Are you a Snowbird? Snowbirds are those who reside in a northern state during summer and travel south for the winter but maintain homes in both states.
Click to take a look

Generational Wealth 101
Generational wealth encompasses financial resources, education, and support that is passed down from generation to generation. It doesn’t mean everyone in the family can coast through life.
Click to take a look

How Normal Are You?
Americans are not saving enough for retirement, and studies reveal that they are worried about their future.
Click to take a look

Should You Work With A Financial Advisor
It’s almost 2022, and most of us have plans to improve something. Maybe it is getting a retirement plan together or organizing your finances. Should you consider working with a financial advisor? Read below and find out.
Click to take a look

Donating Retirement Assets to Charity
If you plan on donating retirement assets to charity, there are a few facts to consider.
Click to take a look

Learn About the Phases of Retirement
With lifespans increasing, people could face 20 or more years in retirement, which is about 8000 days. Retirement doesn’t happen at once; it comes in phases.
Click to take a look

Should You Withdraw Money From Your 401K Before You Retire?
Borrowing or withdrawing money from your 401(k) before you retire is a big decision.
Click to take a look

Prepare for Your Future Today!
Whether you need investment strategies, brokerage services, college savings advice or retirement planning, financial advisors possess the expertise to help you navigate through life’s financial journeys and keep you on track so you can reach your goals.
Click to take a look

Self-employment income tax basics
Working for yourself comes with a lot of freedom but can also increase complexity when filing taxes. Lay a foundation for successful tax planning by finding answers to your self-employment tax questions.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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!
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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.
Click to take a look

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).
Click to take a look

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.
Click to take a look

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.
Click to take a look