Our Services
Nest Egg's Investment Services
In our role as a financial consultant, we want to answer your questions. “How do I start investing?” “How do I start a 401(k)?” “How do I withdraw from my 401(k)?” “How long will my portfolio last?” These are some of our most common questions. We love it when our clients ask them.
Are you maximizing the benefits of your 401(k)?
The most recognizable investing tool at your disposal is your 401(k). Since its creation, the 401(k) has helped generate, maintain, and grow wealth for millions. Your future relies in part on what you do with your 401(k) this year, next year, and all the years to come before your retirement.
Nest Egg Wealth Management® provides you access to many professional portfolio managers in the country. We have visited many of these partners, evaluating their disciplines, measuring real portfolio performance relative to risk-adjusted returns, and have formed lasting relationships with them. These are people we know and trust.
Self-Directed Brokerage Account (SDBA)
Are you maximizing the benefits of your 401(k)?
We want to help you pursue the life you want. When you partner with us, we focus on you and your goals to create intentional investment strategies. Then, we share with you how these strategies work, how to evaluate them, and what expectations we should have for them. We want our transparency to remove the mystery and complexity surrounding the investment world.
Is your plan designed as a tool to improve your family’s financial well-being?
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Wondering how you might pay for a private high school or college education?
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Wondering how your mortgage and other debts can be leveraged to your advantage?
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Does your retirement plan match the life you want?
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Overseeing investments that meet your long-term financial objectives.
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Let us show you the sophisticated strategies available to you.
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Working with thousands of business companies around the world for Ideas
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Wondering how to efficiently and effectily protect what you have?
We’d love to sit down with you to discuss your overall plan. Give us a call today!
Medicare Planning and Reviews
Medicare decisions affect both your healthcare and your retirement budget. Nest Egg Wealth Management helps retirees and pre-retirees in Peoria and Central Illinois understand their Medicare options and fit them into their overall financial plan.
Our Medicare reviews are led by Advisor Jesse "JT" Jackson-Hohmann, AAMS™, who is licensed in life and health insurance. JT introduced Medicare reviews to the Nest Egg process so retired clients could get coverage guidance from the same team that manages their retirement plan.
What a Medicare Review Covers
- When to enroll, and the deadlines that apply to you
- Original Medicare (Parts A and B) compared with Medicare Advantage (Part C)
- Prescription drug coverage (Part D)
- Medicare Supplement (Medigap) options
- How premiums and out-of-pocket costs fit into your retirement income plan
When Should I Sign Up for Medicare?
Most people first become eligible for Medicare at age 65. Your Initial Enrollment Period lasts seven months: it starts three months before the month you turn 65, includes your birthday month, and ends three months after it. If you miss this window and don't qualify for a Special Enrollment Period, you may pay a late enrollment penalty. A Nest Egg advisor can help you plan your timing before you turn 65.
What Are the Parts of Medicare?
Medicare Part A covers inpatient hospital stays, and Part B covers doctor visits and outpatient care. Part C, also called Medicare Advantage, is offered by private insurers and combines Part A and Part B coverage, often with prescription drug coverage. Part D covers prescription drugs. A Medicare Supplement (Medigap) policy can help pay costs Original Medicare doesn't cover, such as copayments, coinsurance, and deductibles.
Review Your Coverage Every Year
Medicare plans and costs can change from year to year. During each year's open enrollment period, you can join, switch, or drop Medicare Advantage and Part D plans. An annual review with your Nest Egg advisor helps make sure your coverage still fits your health needs and your budget.