Our newest Partner here at NMII, as of January 2022, is more than his title of Partner, Wealth Advisor, and Retirement Plan Specialist. He is more than his designations, CFP® and CPFA©.

He is a girl dad, a husband, a friend, and a woodworker. His professional background, inspirations in life, and most importantly his family and friends have made him the man we want you to get to know better.

NMII affiliated Health Insurance Specialist, Tony Buechler, discusses 2022 Medicare Expenses & Coverage.

From original Medicare to Medicare Supplemental Plans (Medigap) to Medicare Advantage, the best option for you depends on your unique situation. Tony is here to discuss your options with you.

As we prepare to close out another year, we wanted to take a minute to send over our holiday well-wishes to you and your family. From the whole team here, happy holidays and Happy New Year! We hope you enjoy the season and traditions which bring us all together this time of year.

Tony Daniel discusses how to plan for the expected AND unexpected, as he explains the importance of overall financial wellness driven by careful planning.

On September 1st, we celebrated the 9th anniversary of NMII. We want to take this opportunity to reintroduce you to our long-standing staff and formally introduce you to some of our newer members.

Whether you know us all or are looking forward to getting to know some of us better, we hope you will enjoy learning a bit more about how we support your financial future as a team.

Today, as we celebrate the 9th anniversary of Nelson Murphy Insurance and Investments, we have a story we hope you will want to share with others.

Nine years ago we believed we would be able to build our vision through focus, technology, trust, and integrity. Thankfully, you did too. We have benefited from something we have never taken for granted, incredible customer loyalty.

To our clients and friends, we want to say Thank You for trusting us to be true to our word and always put you first. Thank you for believing in us!

NMII’s Retirement Plan Specialist, Tony Daniel discusses changes to the world of employer sponsored retirement planning (i.e. 401k). He highlights changes implemented by providers to improve services and reduce stress on both the employee and employer.

How can employers support this change to benefit both their employees and the business? Click here to read more and reach out to discuss how the NMII difference can improve your retirement plan services.

#employersponsoredbenfits #retirementplanning #401k

What do you call the executive who oversees financials, marketing, technology AND overall operations?

Not CEO, CFO, CMO, CTO or COO, it’s MOM.

Happy Mother’s Day!

#mothersdays2021 #csuite

Have you heard recent rumors alleging if you take the COVID-19 vaccine it will affect (void) your life insurance?

Bob Nelson, Past-President of the National Association of Insurance and Financial Advisors (NAIFA) and a 38-year member of the prestigious Million Dollar Round Table (MDRT), discusses the facts about life insurance and the COVID-19 vaccine based on information directly from the American Council of Life Insurers and New York State Department of Financial Services.

#lifeinsurance #covid19vaccine #knowthefacts

Check out this 6-Step process from a Chartered Financial Analyst (CFA) to kickstart your financial planning.

“Your circumstances are unique, and your plan should be tailored to fit your life, instead of relying solely on generic rules of thumb.” - Bruce Aken of Nelson Murphy Insurance & Investments discusses the importance of a financial plan and provides expert tips on both designing and implementing a plan to help you stay on track.

#financialplanning #charteredfinancialanalyst #cfa #experttips

Bob Nelson of Nelson Murphy Insurance and Investments discusses important considerations when choosing a financial advisor. He describes the following attributes as crucial: trust, present in difficult times, clear and easy communication, and focused on your financial goals.