Nuvern Wealth Advisors

05/29/2026

What The Most Resilient Small Businesses Have In Common

Small businesses have always been defined by resilience. They adapt quickly, move decisively, and operate with a level of urgency

05/22/2026

Summer travel remains a priority for many, but navigating the skies in 2026 comes with new challenges; from airline schedule changes to rising costs.

Read this latest article to stay informed and plan ahead.

For many investors, travel is an important part of how they spend time and money, especially in retirement. In 2026, however, planning a trip can feel more complicated. Conflicts, airspace closures, airport delays, airline schedule changes, and higher travel costs can disrupt even well-planned itine...

06/18/2025

Scammers build trust slowly, then push fake investment opportunities and vanish with your money.

FINRA explains what to watch for and how to avoid becoming a victim.

Don’t trust that unexpected text or direct message from a stranger—it might be the first step in a relationship investment scam. These scams often involve fraudsters contacting targets seemingly at random, then gaining trust before ultimately manipulating their targets into phony investments and...

05/28/2025

From business liability to personal injury claims, your assets may be more exposed than you think. In this Kiplinger article, an estate attorney explains practical ways to safeguard wealth from legal threats.

Click to read the full article.

If you're concerned about how exposed your assets might be, now’s the time to plan ahead.

Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning.

05/09/2025

Too often overlooked, this scenario highlights the importance of intentional estate planning—especially for those without direct descendants. Don’t let the state decide what happens to your life’s work.
Read the Forbes article to understand your options and how to ensure your legacy lives on through thoughtful planning.

Whatever the reason, retiring without an heir doesn’t mean your legacy ends with you.

04/29/2025

Many professionals are reconsidering how they handle student debt. If you're wondering whether to refinance or consolidate, this article gives a solid breakdown.

This article provides an overview of how to manage student loans through consolidation and refinancing. It also discusses ideal scenarios for each to help you decide.

04/27/2025

Many see the value in manufacturing, but few want to make the leap. Closing the gap won't be easy.

Most Americans believe more people should take manufacturing jobs, but few want to switch careers. See the data.

04/25/2025

If you're revisiting your estate plan this year, make sure this is part of the conversation.

Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount.

04/17/2025

Estate planning doesn’t have to be complicated.

This quick guide explains what it is, why it matters, and how to get started.

If you're looking to protect your family or ensure your wishes are carried out, this is a great place to begin.

🔗 nuvernwealth.com/life-events.php?item=73&catid=18&cat=Estate%20Planning:%20How%20To%20Get%20Started

04/16/2025

Your financial plan should evolve as your life does.

Major life events — like getting married, starting a business, changing careers, having a newborn, or preparing for retirement — are all signs that it’s time to revisit your financial strategy.

Each milestone brings new goals, risks, and opportunities. Staying proactive ensures your plan continues to reflect your current situation and future aspirations.

Stay proactive. Your future self will thank you.