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10604 Bent Twig Drive
Raleigh, NC 27613

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Nelson Wealth Advisors

(919) 845-3339

 
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a reply.

Helpful Content

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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.

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

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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.

Historical Inflation

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Saving for College 101

Here’s a crash course on saving for college.

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