Broker Check

16520 Wedge Pkwy, Suite 300
Reno, NV 89511

Nevada Investment Management

(775) 826-8122

 
The Power of Tax-Deferred Growth The Facts About Income Tax The Cost of Procrastination Making Your Tax Bracket Work

We are Nevada’s Retirement Income Specialists

Providing Sound Investment Decisions through Uncertain Times

We believe that we have a huge fiscal, ethical and moral responsibility to our clients, most of whom invest a substantial portion of their life savings with us. A large majority of our clients are either retired or very close to retirement - the very people who can least afford to lose their hard-earned savings - and it is for their welfare that our firm exists. Our clients can expect to feel comfortable and confident that we are passionately committed to the fulfillment of our responsibilities to them. 

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

View all videos arrow