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  • 401K Changes in 2022

    401K Changes in 2022

    Retirement plans change every year. Here’s how three major changes and one potential change are affecting 401K platforms in 2022. Continue reading “401K Changes in 2022”

    - May 5, 2022
  • How 1031 Exchanges Can Save You Money!

    What is a 1031 Tax Exchange?

    A 1031 Exchange is a method of deferring capital gains taxes on the sale of a rental property or other real estate investment. Continue reading “How 1031 Exchanges Can Save You Money!”

    - April 5, 2022
  • Customer Service Is Changing!

    2022 Social Security Changes

    The numbers for Social Security change every year. Here’s what to expect in 2022: Continue reading “Customer Service Is Changing!”

    - March 15, 2022
  • Pensions Are Under Attack!

    How Do Mutual Funds Pay Out Dividends?

    The bulk of mutual fund dividends and capital gains are distributed at the end of the year. Continue reading “Pensions Are Under Attack!”

    - February 15, 2022
  • Retirement Contribution Limits For 2022!

    Why the Government is Like a Spouse with a Massive Spending Problem

    In October 2021, the federal government extended the debt ceiling by $480 billion, effectively raising its spending limit to $28.9 trillion. Continue reading “Retirement Contribution Limits For 2022!”

    - January 27, 2022
  • Two Tools You Need To Use To Improve Your Net Worth!


    The biggest financial issues most people have these days are debt and overspending. Owing money on high-interest loans or spending more than you can afford really drags down your net worth. Continue reading “Two Tools You Need To Use To Improve Your Net Worth!”

    - December 1, 2021
  • You Just Took A 5% Decrease In Pay!


    Each month, we check the latest CPI numbers to see how things are looking. In July, we made a video about the numbers for June—and they were pretty interesting. Continue reading “You Just Took A 5% Decrease In Pay!”

    - November 14, 2021
  • How To Become More Valuable!


    Everyone knows that assets minus liabilities equal your net worth. But have you thought about the control you have over this equation? Continue reading “How To Become More Valuable!”

    - November 1, 2021
  • The Retirement “Secure” Act 2.0!


    If you’re familiar with the original Setting Every Community Up for Retirement Enhancement (SECURE) Act, you know that this legislation was passed in late December 2019. Continue reading “The Retirement “Secure” Act 2.0!”

    - October 1, 2021
  • How To Become A Millionaire!


    So you want to be a millionaire. What does it take? Do you have to inherit a massive amount of wealth? Graduate from an Ivy League school? Earn a high salary? Continue reading “How To Become A Millionaire!”

    - September 14, 2021

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Formerly Nelson Investment Planning Services (NIPS)

Nelson Financial Planning Inc. offers securities through Nelson Ivest Brokerage Services Inc., a member of FINRA and SIPC.

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407.629.6477

Additional information about FINRA membership may be obtained at www.finra.org or calling 301-590-6500

Additional information about SIPC membership may be obtained at www.sipc.org or calling 202-371-8300

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    407.629.6477
    Local Financial Planning Service in the Orlando Area
    423 Country Club Drive, Winter Park, FL 32789
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