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:
May 20th - How to balance savings and retirement and colleges at the same time
May 27th - 6 Reasons Why Financial Planning is for Everyone
June 3rd - Could you benefit from consolidating your retirement assets
June 10th - Savings for Education 529 plans and IRAs
June 17th - The Top Retirement Strategies for Teachers

 

 

View past Financial Friday Topics
 

March 11, 2022

Maximize Contributions

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.
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February 25, 2022

6 Myths About Saving For Retirement

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.
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February 11, 2022

A must read for snowbirds

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.
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January 28, 2022

Generational Wealth 101

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.
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January 14, 2022

Retirement Age

How Normal Are You?
Americans are not saving enough for retirement, and studies reveal that they are worried about their future.
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December 31, 2021

Work With a Financial Advisor

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.
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December 17, 2021

Donate Your Retirement Assets to Charity

Donating Retirement Assets to Charity
If you plan on donating retirement assets to charity, there are a few facts to consider.
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December 3, 2021

Phases of Retirement

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.
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November 19, 2021

Early 401K Withdrawals

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.
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November 5, 2021

Talk with a Financial Advisor

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.
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October 8, 2021

Self-employment income tax basics

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.
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September 24, 2021

Man playing theh acoustic guitar and enjoying time 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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