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
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Five phases to changing unhealthy behaviors.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Earnings season can move markets. What is it and why is it important?
Building wealth requires protection from the forces of wealth destruction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.