In Loving Memory of Vincent Elliott Nelson 8/26/1942 - 5/8/2017
It is with a heavy heart, we send our deepest sympathies and heartfelt condolences to Ken, Lisa, Brett and their families, during the loss of Ken's father & Brett's grandfather. Not only was Vince a loyal and long-time client of Nelson Wealth Advisors, he was a wonderful, loving man, son, brother, cousin, uncle, father, father-in-law & grandfather, who always put his family first and was adored & loved by all knew him.
We will miss you greatly, Vince.
Gone from our sight, but never from our hearts.
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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Bonds may outperform stocks one year only to have stocks rebound the next.
Can you keep up with your children’s mobile slang?
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Being healthy not only makes you feel good, it may also help you financially.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.