The Richest Man in Babylon Social Security: By the Numbers What Can a Million Dollars Buy You? Women and Retirement
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Understanding Money Matters

We guide our clients through the process of making everyday decisions about their money. In partnership, we aim to educate clients and help work toward furthering their long-term success.

Our vision is to be the premier firm for all your financial needs by developing a trusting and mutually beneficial relationship.

To pursue results, we consistently follow our guiding principles:

  • Client Choice & Advisor Competence
  • Freedom & Independence
  • Stewardship, Work Ethic, & Integrity
  • Conviction & Perseverance

Committed to Your Success,

Peter A. Nelson
LPL Financial Advisor


Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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