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      <h3>Hitting 59 1/2 Puts You Within Shouting Distance of Social Security Eligibility</h3>
      <ul>
        <li>Explore your retirement choices, your healthcare options, and how to move vibrantly into your golden years</li>
        <li>Learn ways you can boost your retirement savings</li>
        <li>Learn about the catch-up clause and how it may help you build your retirement savings</li>
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Text Content

330 Motor Parkway, Suite 305, Hauppauge, NY 11788

631-952-2700
info@nesteggadvisors.net
Schedule a Meeting
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Schedule a Meeting



THE FOUNDATION OF A
GOOD RETIREMENT IS PLANNING
LET US HELP YOU GET IT RIGHT

Financial Planning and Wealth Management Solutions

Discover What We Offer


HELPING YOU MAKE THE MOST OF YOUR NEXT CHAPTER


DEDICATED TO UNDERSTANDING HOW YOU ENVISION THE YEARS AHEAD


YOUR PERSONAL FINANCES ARE MADE EASY.

With our team overseeing the details of your money management, you can focus
your energy on pursuing your passions and being present with those you love.


YOU GAIN A DEPENDABLE GUIDE FOR YOUR LIFETIME.


Whether you have a pressing concern or a simple question, we strive to address
your needs in a timely fashion and provide ongoing, unbiased advice towards your
success.


YOU HAVE A CLEAR PLAN FOR YOUR GOALS.

Whether you’d like to travel, support your children’s educational pursuits, or
devote time to the hobby you love, your dreams guide us in building the strategy
that’s right for you.



HAVE YOU ATTENDED ONE OF OUR EDUCATIONAL SEMINARS?

We offer a number of opportunities to gain insight into your financial future.
Whether you’re preparing for retirement or experiencing a milestone, we have you
covered.

Register for an Upcoming Event!




WANT TO LEARN MORE ABOUT NESTEGG ADVISORS?

Our business is built on a foundation of thoughtful client relationships.

Meet The Team


LEARN HOW WE HELP OUR CLIENTS FIND FINANCIAL PEACE OF MIND THAT LASTS.

We create a clear plan aligned with your ambitions for the future. Click below
to read our Case Studies.


RETIREMENT PLANNING – READY OR NOT

With hopes to take exotic vacations and purchase a Florida home, Adam and Beth
have been looking forward to retirement. Now five years away, they’re not sure
if all of their dreams are attainable.
Learn more


INVESTMENT MANAGEMENT – FOCUSED, SIMPLIFIED, EFFICIENT

Joe and Alice were enjoying retirement but managing their investment accounts
became complex. We helped to not only simplify their accounts but make critical
adjustments that saved them thousands of dollars they didn’t realize they were
losing.
Learn more


RETIREMENT LIFESTYLE – ENHANCING CASH FLOW

After selling their business and retiring, Henry and Jane were receiving
conflicting investment advice from friends and family. We worked with them to
create a goal-focused investment plan designed to support their lifestyle, now
and throughout their retirement.
Learn more


ESTATE PLANNING – KEEPING IT IN THE FAMILY

From private trust services to generational planning, our team helped guide
Wayne and Judy through an often overlooked aspect of wealth management to ensure
their legacy was left as intended.
Learn more


 TAX PLANNING – KEEPING MORE OF WHAT YOU EARN

We worked with Susan and Larry to help them minimize their tax burden. Upon
reviewing their financial picture including their tax returns, we helped them to
reduce their taxes and keep more of earnings.
Learn more


SOCIAL SECURITY – MAXIMIZING BENEFITS

The key to helping Bob and Sally choose the right Social Security strategy was
to identify several claiming options they had not previously considered and to
evaluate them in conjunction with their overall financial picture and personal
goals.
Learn more



WHY IS TURNING 59 1/2 SO IMPORTANT?


HITTING 59 1/2 PUTS YOU WITHIN SHOUTING DISTANCE OF SOCIAL SECURITY ELIGIBILITY

 * Explore your retirement choices, your healthcare options, and how to move
   vibrantly into your golden years
 * Learn ways you can boost your retirement savings
 * Learn about the catch-up clause and how it may help you build your retirement
   savings

View Ebook


SHEDDING LIGHT ON PERSONAL FINANCES


INSIGHTFUL READS TO BECOME A FINANCIALLY SAVVIER INDIVIDUAL


PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.
Learn More


CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.
Learn More


IMPACT INVESTING OR PHILANTHROPY

This fun piece can help your clients explore the benefits of impact investing
versus founding a philanthropy.
Learn More

       

CONTACT

Office: 631-952-2700

Fax: 631-952-2177

330 Motor Parkway

Suite 305

Hauppauge, NY 11788

info@nesteggadvisors.net



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Professional Affiliations: Bud Levy, Danny Larsen and Evan Levy are CERTIFIED
FINANCIAL PLANNER™ Professionals. You can verify their CFP® certification status
on the CFP Board’s Verify A CFP® Professional.  Bud Levy is a Chartered
Financial Consultant®. You can verify his ChFC® designation status on the
American College of Financial Services’ Check a Professional's Designation. Bud
Levy has been a member of the Financial Planning Association since 1998.

Check the background of your financial professional on FINRA's BrokerCheck.



The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Investment advisory services offered through NestEgg Advisors, Inc., an SEC
Registered Investment Advisor. Securities offered through American Portfolios
Financial Services, Inc. (APFS) Member FINRA/SIPC. NestEgg Advisors, Inc. and
APFS are separate entities. NestEgg's Client Relationship Summary (Form CRS)
which discusses NestEgg's operations, services, and fees is available by
clicking here.