Nowlin & Associates Wealth Management

CONNECT

Address:

2718 20th Street South
Homewood, AL 35209

Phone:

205-871-9993

Fax/Other:

205-871-9936 ,

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

  • Living Trusts

    A living trust can help control the distribution of your estate upon death.

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

  • Preserving My Estate

    Life insurance can be used to help preserve your estate’s value for your heirs.

Retirement

Tax Planning

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Tax-Advantaged Investments

    Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

  • Tax Deductions

    Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Annuities
  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

  • 529 Plans

    529 plans are a tax-advantaged college savings plans that generally allow people of any income level to contribute.

Cash Management

  • Cash Management Basics

    A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

  • Cash Management Tools

    Short-term cash management instruments can help you establish a sound cash management program.

  • Managing Cash

    There are numerous investment alternatives available to help provide liquidity.

Risk Management

  • Term Life Insurance

    Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

  • Whole Life Insurance

    Some of the pros and cons of whole life insurance.

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Check the background of this financial professional on FINRA's BrokerCheck