Nicolas J. McLeod Wealth Preservation Strategies

📢 Don't miss out! Join us tonight at 6:30 PM CDT for a free, exclusive webinar on navigating RMDs and Roth IRAs.

📈Learn how to optimize your portfolio, tax strategy, and more!

👉 Register now to reserve your spot: https://bit.ly/487DZ9w

from NJM Wealth Preservation Strategies! 🛠️💼

Today, we celebrate the hard work and dedication that drives our communities forward. Cheers to your success and to many prosperous years ahead!

What matters to us, is you.

Second-generation wealth preservation manager Nic J. McLeod is fully dedicated to you and your financial future. With a personalized approach, NJM helps create custom plans tailored to you and your unique goals.

Contact us today to schedule a complimentary consultation at njmnwa.com.

Help secure your financial future with guidance from wealth preservation manager Nic J. McLeod!

Join our FREE online financial webinar TONIGHT at 6:30 PM CDT and learn how to maximize your retirement account prosperity. 📈

Key topics:
✅ Estate planning: Wills, trusts, asset distribution.
✅ Strategic Roth conversions for tax advantages.
✅ Tax-loss harvesting to offset gains.
✅ Managing volatile assets outside tax-exempt accounts.
✅ The latest on Life Annuities, QLACs, and RMD rules.
✅ Coordinating withdrawals with Social Security.

Don’t miss out! Sign up here: https://bit.ly/4e56sjp

Closing the Gender Pension Gap: A Guide for Women’s Financial Security.

We’re celebrating by acknowledging and addressing the unique challenges women face in retirement planning. The "gender pension gap" is a real issue, often leading to a lower standard of living in retirement for women.

At NJM Wealth Preservation Strategies, we understand these hurdles and are dedicated to providing tailored strategies to help close the gap and secure financial peace of mind.

Discover how Nic’s expertise can pave the way for a financially sound future: https://bit.ly/3X46KQa

I’m Close to Retirement: Is Hiring a Wealth Preservation Manager Worth It?

As retirement nears, you may wonder if hiring financial help is worth it. Many people elect not to use a dedicated advisor. But for others, having a second set of eyes on their finances can improve the quality of important financial decisions.

Find out more in our latest blog: https://bit.ly/4dkcjAR

A year removed from its last interest rate hike, the Federal Reserve (Fed) elected to leave the federal funds rate unchanged at the July 30-31, 2024, Federal Open Market Committee (FOMC) meeting.

With lower interest rates on the horizon, you might be wondering how to position your investment portfolio for the changing economic conditions. NJM Wealth Preservation Strategies is here to guide you in making the smartest financial decisions. From investment strategies to retirement planning, we'll help you position your money to work for you.

Contact us at njmnwa.com.

Join Nicolas J. McLeod of Wealth Preservation Strategies for a free webinar on maximizing savings and minimizing taxes for a secure financial future!

📅 When: Tonight at 6:30 PM CDT
📍 Where: Online

Register here: https://bit.ly/3vsvmI2

Investing during election years can be a nerve-wracking experience for many Americans due to the uncertainty and volatility that often accompany these periods. However, legendary investor Warren Buffett, known as the Oracle of Omaha, has a “tried-and-true” approach that has served him well over the decades. But is it right for you?

Find out in our latest blog here: https://bit.ly/4ceBQd7

Happy from NJM Wealth Preservation Strategies!

The NJM Family is tirelessly dedicated to helping you achieve your financial goals and stay secure throughout your retirement. Let’s work together to build a future that’s both prosperous and stress-free.

Contact us today to get started at njmnwa.com.

🔍 Ready to master your retirement planning? Join us tonight at 6:30 PM for a webinar you won’t want to miss!

💡Learn the essentials of Required Minimum Distributions (RMDs) and how they affect your retirement accounts.
💡Get tips on planning for unexpected expenses and economic shifts to maintain your desired lifestyle.
💡Explore strategies for optimizing your retirement income and staying ahead of market trends.

Register today at: https://bit.ly/487DZ9w

U.S. markets have been roiled with significant volatility in recent weeks due to concerns about the U.S. economy. This has heightened the need to safeguard our financial well-being as we near retirement. Learn how to help protect your wealth for future generations in our latest blog here: https://bit.ly/3WvS4IY

Join us for a free-to-join webinar presented by Nicolas J. McLeod. Explore the rules and regulations of maximizing savings while minimizing taxes to help secure your financial future.

📅 Date: August 6, 2024
🕒 Time: 6:30 PM CST
💻 Where: Online

Don’t miss out! Secure your spot here: https://bit.ly/3RAaIOl

🚨 Market Alert🚨

U.S. stock futures plunged on Monday, led lower by the technology sector, amid a global market selloff on fears that the U.S. is at risk of recession. Now, more than ever, it's crucial to have a diversified "market-proof" investment strategy to protect your wealth against volatility. At NJM, we engineer plans designed to withstand market sell-offs and help secure your financial future.

Don't wait. Contact us today at njmnwa.com.

Simplify Your Finances, Simplify Your Life

The first week of August is National Simplify Your Life Week! It's a great opportunity to pause, reassess, and make changes that lead to a more peaceful and manageable life.

One powerful way to achieve this is by streamlining your finances. Simplifying your strategy not only reduces stress and saves time but also lets you focus on what truly matters: enjoying life.

Read our latest blog to learn more: https://bit.ly/3YdZ145

A volatile economy calls for enhanced risk protection. No matter how the economy fluctuates, scheduling an appointment with NJM Wealth Preservation Strategies can help you navigate these changes, optimize your investment strategies, and make informed decisions to achieve your financial goals.

Contact us at njmnwa.com to help ensure your retirement plan remains resilient.

Don't miss out on our free-to-join financial webinar: "ROTH Conversion: The Key to Maintaining Your Lifestyle and Avoiding Market Sell-Offs" 📈🔑

Join Nic J. McLeod live on Tuesday, July 30, at 6:30 PM CST to learn how ROTH conversions can help safeguard your retirement and stay on track, even during market downturns.

Sign up now and take the first step towards a worry-free retirement: https://bit.ly/47Hd5UN

Why Age and Experience Matter: Nic J. McLeod's Unique Approach to Preserving Your Wealth.

Did you know the average age of financial advisors in the U.S. is 56 and 20% are set to retire in the coming years? So, what do you do when your advisor retires before you do?

Nic J. McLeod and the NJM Wealth Preservation team are here to guide you. With 20 years of expertise and an average age of 41, we offer a fresh perspective and a commitment to your financial future.

Learn more: https://bit.ly/3WsSIbx

The rising government deficit could impact wage growth and economic stability, but NJM Wealth Preservation Strategies is here to help you navigate these challenges. Our experienced wealth managers craft personalized strategies to protect your wealth and help ensure financial security, even during economic downturns.

Contact us today at njmnwa.com.

Join us for a complimentary webinar hosted by Nicolas J. McLeod. He’ll guide you through the rules and regulations of maximizing savings while minimizing taxes to help ensure a secure financial future!

📅 Date: July 23, 2024
🕒 Time: 6:30 PM CST
💻 Where: Online

Don’t miss out! Secure your spot here: https://bit.ly/487DZ9w

Most High Earners Are Making This 401(k) Mistake.

Planning for retirement can feel like navigating a labyrinth. With so many variables and choices, it's easy to make mistakes that could jeopardize your financial future. One common error, especially among high earners, is their 401(k) plan contributions.

Learn more about this all-too-common mistake and how you can avoid it in our latest blog: https://bit.ly/3zxkKcQ

Join our FREE-to-attend live financial webinar tonight and gain essential insights into RMDs and Roth Conversions! We’ll be exploring RMD strategies, contingency planning for economic downturns, and how to adjust your investments for a secure financial future.

📅 Date: July 16, 2024
🕒 Time: 6:30 PM CST
💻 Location: Online

Don’t miss out on this invaluable opportunity! Sign up now to secure your spot: https://bit.ly/3RAaIOl