The Nest Egg Financial Group LLC

10/24/2025

Special Circumstances and Financial Aid: Quick-Quiz

Your unique financial situation may not be fully reflected in financial aid calculations. Discover how 'special circumstances' can be considered to revise your cost of attendance, providing a more accurate view of your financial need and subsequent access to more grants or loans.

Keep in mind that the FAFSA and its 'Student Aid Index' are based on a snapshot of your family's resources, using data from your tax return filed two years prior. If your financial situation has changed since then, you may qualify for 'professional judgment,' which allows for a current clear picture of your family's updated financial resources. Adjustments may be warranted on a case-by-case basis.

Take our quick quiz- 'Quick Quiz-Navigating Financial Aid Appeals and Adjustments' via https://tinyurl.com/Beyond-FAFSA.

Let us know how you did!

10/07/2025

07/23/2025

What Issues Should I Consider When Owning A Rental Property?

Many people like rental income because it seems passive and simple, until it isn’t so passive … or simple!

Using this guide, you will understand the challenges and nuances that exist with owning a rental property. Whether it’s landlord responsibilities and managing risk, or investment and tax/estate concerns, you will be better prepared for this complex topic.

This video 'short' and its accompanying guide cover some key issues to consider when owning a rental property.

06/25/2025

You inherited an IRA. Now what? It's complicated. Fortunately, we (and you can get) a guide for this.

06/19/2025

Annuities can be an integral part of a retirement strategy, providing a regular income stream while living in retirement. Like any investment, there are pros and cons. Work with a professional to be sure it’s the right fit for you.

An annuity is a financial product that pays out a fixed and reliable stream of income to an individual, which is typically of primary importance to retirees.

06/13/2025

#04 in a series of instructions how to recover 'unclaimed' assets.

06/12/2025

Many investors grapple over the decision of whether to invest in their employer-sponsored traditional 401(k) or Roth 401(k). The answer comes down to the preferred timing of taxes: now or later? And for many the answer is contribute to both.

If your employer offers a 401(k) retirement savings plan, one of the big questions you may have to answer is this: Traditional or Roth? Here's how to decide.

06/05/2025

Use your Health Savings Account (HSA) as a retirement account? Absolutely! Unlike all other retirement accounts, HSA contributions AND withdrawals are never taxed. And any unused funds can be used in retirement to pay for medical expenses.

Thanks to its unique tax advantages, an HSA may be the best retirement option you never knew you had. Here's how to take advantage if you qualify for one.