Next Level Wealth Planning

It’s time in the market that’s most important, not timing the market.

Just as conquering a mountain peak requires careful planning, preparation, and determination, so does embarking on the journey of retirement. At Next Level Wealth Planning, we understand that retirement is not just a destination; it’s an adventure waiting to be experienced. Let us guide you through the ascent towards your retirement goals.

Living longer is changing how we retire. At Next Level, we specialize in guiding you through this important stage.

https://nlwealthplanning.com/our-value/

Financial planning is not just an event, it’s an ongoing process where we spend time assessing where you are financially, where you want to go, and together we make important decisions. We will take the time to clearly understand your situation and what is important to you—continually guiding you through an ever-changing landscape.

We help individuals and families define what their Next Level is. We inspire action and love what we do!

https://nlwealthplanning.com

We express to you our sincere appreciation for your confidence and loyalty during the past year. Best wishes for a happy and healthy holiday season to you and your loved ones!

Holiday Hours:
Closed Monday, December 25th
9am-12pm Thursday, December 28th
9am-12pm Friday, December 29th
Closed Monday, January 1st

Happy holidays from our Next Level family! 🎄

Our role is to assist clients in crafting, executing, and overseeing their individualized financial strategies. Wealth management goes beyond mere investment management; it encompasses investment management, wealth preservation, wealth transfer, and charitable planning, all seamlessly integrated and tailored to your specific needs.

Next Level Wealth Planning is a team of seasoned financial experts. Our knowledge and experience as wealth managers enable us to:

- Establish a comprehensive plan to secure your retirement, offering peace of mind about financial stability in your post-career years
- Prudently manage your investments
- Strategically minimize your tax liabilities
- Safeguard your assets
- Ensure a smooth transition of your assets to the next generation or your chosen charitable causes

https://nlwealthplanning.com/our-value/

Successful investing comes from having a steady approach rather than responding to daily market fluctuations. The key is to establish goals and implement a long-term strategy that you're confident in.

By assessing your goals and crafting a resilient long-term plan, you can navigate market ups and downs with a calm mindset and unwavering commitment to attaining financial freedom.

As this graph from Vanguard shows, persistence is important!

Rest assured, we're here to provide ongoing support on your investment journey.

We are delighted to announce a significant milestone in our firm’s journey- the launch of our new, fully independent and SEC-Registered Investment Advisor (RIA), Next Level Wealth Planning. This change commemorates the evolution of our practice into a new level of independence for our firm. It also exemplifies our commitment to working solely in your best interests, with complete liberty to fully prioritize you, your objectives and your financial well-being.

https://nlwealthplanning.com

Discover the differences between key estate planning documents and how each could factor into your financial plan.

Wills, trusts, POAs and directives: What's the difference? www.raymondjames.com

On the 22nd anniversary of the September 11 attacks, we honor and remember those who lost their lives, those who survived and the countless others – members of our military, first responders and everyday heroes – who bravely serve our country and their communities.

What we lose when we retire

What We Lose - HumbleDollar humbledollar.com

Our office and the market are closed Monday, September 4th. We hope you have a fun and relaxing Labor Day weekend!

Being a single parent can be overwhelming at times. But don't let finances add to the pressure. Consider these tips:

Planning your finances as a single parent www.raymondjames.com

With social media being as prolific as it is, it's imperative for you and your family--especially young ones--to navigate safely. Here are a few ways you can protect your privacy on social media.

Protect your privacy on social media: How much is too much? www.raymondjames.com

The Next Level Experience: With a long-term outlook and an evidence-based approach, we aim to instill a sense of calm and confidence in our clients. We understand that every client's situation is unique, which is why we tailor our services to meet specific goals and aspirations. We craft a plan that combines meticulous analysis, strategic planning, and a long-term perspective.

Market volatility is an inevitable part of investing. Learn how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.

How to help mitigate the negative impacts of market swings www.raymondjames.com

The stock market is poised for a higher open ahead of a busy week of news that will feature earnings results from some of the largest names in Tech. Also, policy meetings for the Fed, the ECB, and the Bank of Japan. Read more in Morning Brew.

Morning Brew: July 24, 2023 www.raymondjames.com

Inflation and rising interest rates present challenges for those with pension payouts, but here are a few considerations to help you navigate and decide on the best payment option for you.

Rising rates, inflation and your pension plan options www.raymondjames.com

Team Spotlight: Mike Aboussie, CFP®, CIMA®

"With over 15 years of diverse industry experience and a strong passion for personal finance, I am dedicated to helping clients achieve their personal and financial goals, always starting with the end in mind."

Wishing you a safe and happy Independence Day. Our offices and the market are closed Tuesday, July 4, in observance of the holiday.

Together, we enjoy guiding our clients – our friends – through the ins and outs of their financial life. We've found that connecting on a personal level with you and with each other is what enables us to do our best work on your behalf.

Teaching kids about money can be difficult or uncomfortable, but lessons in financial literacy can benefit them for a lifetime. Here is a guide to some of the milestones and lessons you can use to teach the little ones in your life.

The lasting benefit of financial literacy www.raymondjames.com

Talking with your adult children about your future can benefit the whole family.

Important Estate Planning Conversations Retirees Need to Have With Their Adult Children www.troweprice.com

Thanks to everyone who joined us for our Client Appreciation Night at the Boise Hawks game on Friday! We had a great time! Stay tuned for our next event!

On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality and social equity. Raymond James offices and the market are closed Monday, June 19, in observance of Juneteenth.

Today, we celebrate the fathers and father figures who have guided us on our journeys and changed our lives for the better. Happy Father's Day!

Make Time for Adventure this Father’s Day outsideonline.com

Personal finance is an important life skill to instill in your children. Here are 4 skills you can start with when teaching your child about money.

4 priceless money lessons for kids www.raymondjames.com

Some scamming methods are well known – from romance scams to online purchase scams. But fraudsters continually find ways to deceive unsuspecting people into revealing sensitive personal & financial information. Protect yourself by learning more here. https://www.raymondjamesconnect.com/ayGWkD