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Financial Planning Advice & Tips
November 1, 2021
How To Become More Valuable!
September 14, 2021
How to Become a Millionaire!
September 1, 2021
Robinhood!
August 9, 2021
Your Debt Is About to Cost You More Money!
July 27, 2021
How Much Can 1% Affect My Returns?
April 15, 2021
Buying a House
August 3, 2020
Nelson Ivest Brokerage Services, Inc. & Nelson Financial Planning, Inc. Business Continuity Plan
March 19, 2020
What Makes Nelson Financial Planning Different?
August 19, 2019
The FRS Pension Plan – The Guaranteed Check a Month Club
8 Wonders
1
Bank Investments
3
Beating Inflation
1
Budget for Retirement
3
Corporate Transparency Act
2
Digital Currency
1
Energy Tax Credits
1
ESG Funds
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Financial Planning
9
Financial Success
3
Importance of Dividends
2
Investment Portfolio
4
IRA
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Joel Garris
1
Nelson Financial Planning
2
Net Worth Improvement
1
Next Gen Dollars and Sense
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Pension Plans
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Retirement “Secure” Act
2
Retirement Regrets
4
Social Security
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Tax Liability
3
Tax Planning
5
Year-End Tax Changes
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About
Our Service Guarantee
Our Team
Certified Financial Fiduciaries
Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
Robert L. Field, CF2™
Kristin Castello, CPA, CFP®
Chet Cowart, CF2™
Zach Keister, CF2™
Associates
Jack E. Nelson, MBA
Andrew Ballentine, JD
Client Service Team
Our Fee Structure
In the Media
Giving Back
Services
Retirement Income Planning
Wealth Management
Retirement Planning
Legacy Planning
Tax Saving Strategies
Florida Retirement System
Behavioral Coaching
Dollars & Sense
Our Book
Our Podcast
FRS Info
Blog
Contact Us
Important Information
Account Access