Editorial

A new opportunity for tax savings

These changes may boost wealth transfer plans.

January 01, 2024 David Peterson, Head of Wealth Planning Fidelity Investments

Is Social Security income taxable by the IRS? Here's what you might owe on your benefits

USA TODAY - Anna Kaufman January 1, 2024

Social Security benefits increasing this month due to higher cost of living. Here's the payment calendar

USA TODAY Candy Woodall January 1, 2024

A ‘significant objection’ to 529 college savings plans will go away Jan. 1. ‘This is a big deal,’ expert says

CNBC.com by Jessica Dickler@JDICKLER DEC 28 2023

How to ask for gifts to a 529 account

Your friends and family are going to give gifts—why not give the gift of education?

Fidelity Viewpoints December 08, 2023

Are you helping your adult children financially? You’re hurting their financial future — and your own.

By CD Moriarty June 27, 2023 Marketwatch.com

Insurance you need — and might not need — after 60

By Christine D. Moriarty June 27, 2023 Marketwatch.com

With Stocks Breaking Records And Crises Unfolding, What’s An Investor To Think

Retirement

Achieving the kind of retirement you want doesn’t happen by itself—you have to plan for it. At NFI, we craft your plan by thinking of it in three phases.

Estate

A good estate plan should be flexible and adaptive, several legal documents are essential to an estate plan.

Investment

We take a hands-on approach. We design a sensible asset allocation strategy that maintains a steady course because we monitor both the broad markets and your individual holdings on an ongoing basis.

Education

Our approach can turn education funding from a problem into a solution.