Nick Spiliotis - NJS Wealth Management

Nick Spiliotis - NJS Wealth Management

We are an independent wealth management firm dedicated to serving the needs of individual investors, families and businesses. Securities offerred through LPL Financial, Member FINRA/SIPC.

www.FINRA.org
www.SIPC.org
Third-party posts found on this profile do not reflect the veiw of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact buinsess with residents of the following states: NY, NJ, CT, RI, FL, and CA.

Operating as usual

wsj.com 04/09/2021

How Being More Productive Starts With Doing Nothing

wsj.com

njswealthmgt.com 04/09/2021

Social Security: By the Numbers

Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

njswealthmgt.com Here are five facts about Social Security that might surprise you.

njswealthmgt.com 04/08/2021

Dreaming Up an Active Retirement

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

njswealthmgt.com When you retire, how will you treat your next chapter?

njswealthmgt.com 04/07/2021

Stop Wasting Money

$100 not spent is more like $143. Intrigued? #taxes #saving

njswealthmgt.com One way to find money is to examine your current spending habits and eliminate money wasters.

njswealthmgt.com 04/06/2021

Disability Income

What will your family do if you can't earn an income? Here are steps you can take today.

njswealthmgt.com This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

njswealthmgt.com 04/06/2021

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building.

njswealthmgt.com Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

njswealthmgt.com 04/05/2021

Lifetime of Earnings

All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth

njswealthmgt.com Estimate how much you have the potential to earn during your working years.

njswealthmgt.com 04/05/2021

16 Wall Street Cliches in 60 Seconds

Wall Street has a lot of cliches. How many do you know?
#WallStreet

njswealthmgt.com Pundits say a lot of things about the markets. Let's see if you can keep up.

njswealthmgt.com 04/02/2021

Traditional vs. Roth IRA

Developing a retirement strategy? It's critical to know the differences between investment types.

njswealthmgt.com One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

njswealthmgt.com 04/01/2021

Jane Bond: Infiltrating the Market

[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.

njswealthmgt.com Agent Jane Bond is on the case, cracking the code on bonds.

njswealthmgt.com 03/31/2021

The Richest Man in Babylon

What did it take to become the richest man in Babylon?

njswealthmgt.com In good times and bad, consistently saving a percentage of your income is a sound financial practice.

njswealthmgt.com 03/30/2021

What to Do When You Lose Your Wallet

You can help ensure that losing your wallet doesn't turn into something bigger.

njswealthmgt.com Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

njswealthmgt.com 03/29/2021

Retiring Wild: National Parks and You

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

njswealthmgt.com Get ready to enjoy America’s national park system with this helpful article.

njswealthmgt.com 03/26/2021

The Pre-Retirement Checklist

How prepared are you for retirement?

njswealthmgt.com This checklist can give you a quick snapshot of how prepared you are.

njswealthmgt.com 03/25/2021

The Utility of Sector Investing

Sector investing may present an opportunity — if you do your homework. #investing

njswealthmgt.com Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

njswealthmgt.com 03/24/2021

The Investment Risk No One’s Ever Heard Of

You face sequence of returns risk. Know what it is? #investing #investmentrisk

njswealthmgt.com You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

njswealthmgt.com 03/23/2021

Prevent a Rift: Money Tips for Newlyweds

10 tips that can head-off marriage money problems.

njswealthmgt.com Couples may be able to head off many of the problems in a marriage that money can cause.

njswealthmgt.com 03/22/2021

The Anatomy of an Index

The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500

njswealthmgt.com The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

njswealthmgt.com 03/19/2021

Pay Yourself First

When was the last time you paid yourself first?

njswealthmgt.com It sounds simple, but paying yourself first can really pay off.

njswealthmgt.com 03/18/2021

The Average American Budget

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

njswealthmgt.com Learn about the average American budget in this fun and interactive piece.

njswealthmgt.com 03/17/2021

The SECURE Act

Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.

njswealthmgt.com This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

njswealthmgt.com 03/16/2021

Tips for Finding Care for Your Disabled Child

How do you find care for your special-needs child?

njswealthmgt.com The care of special-needs children continues into their adult years, and may survive the passing of their parents.

njswealthmgt.com 03/15/2021

Social Security: The Elephant in the Room

The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement

njswealthmgt.com Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

njswealthmgt.com 03/12/2021

The Cost of Medical Care

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

njswealthmgt.com Learn about the risks of not having health insurance in this informative article.

njswealthmgt.com 03/11/2021

When Should You Take Social Security

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding. #SocialSecurity

njswealthmgt.com Monthly Social Security payments differ substantially depending on when you start receiving benefits.

njswealthmgt.com 03/10/2021

A Cheat Sheet for Sending Your Kid to College

Have a kid heading off to college? Here are a few tips.

njswealthmgt.com Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

njswealthmgt.com 03/09/2021

What’s Your Investment IQ?

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

njswealthmgt.com You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

njswealthmgt.com 03/08/2021

Should You Ever Retire?

Does it make more sense to push back #retirement, or not to retire at all?

njswealthmgt.com A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

reuters.com 03/08/2021

Rush to bitcoin? Not so fast, say keepers of corporate coffers

reuters.com When Elon Musk's Tesla became the biggest name to reveal it had added bitcoin to its coffers last month, many pundits were swift to call a corporate rush towards the booming cryptocurrency.

cnbc.com 03/08/2021

Here are 3 ways women can manage their personal finances — and make money

cnbc.com Strides have been made for women in finance. But when it comes to personal finance, all too often they lag behind their male counterparts.

njswealthmgt.com 03/05/2021

Does Your Portfolio Fit Your Retirement Lifestyle?

A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?

njswealthmgt.com Lifestyle considerations in creating your retirement portfolio.

njswealthmgt.com 03/04/2021

What Is a Roth 401(k)?

Ever heard of a Roth 401(k)? Would one be right for you?

njswealthmgt.com Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

njswealthmgt.com 03/03/2021

Money that Buys Good Health is Never Ill Spent

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

njswealthmgt.com It's important to make sure your retirement strategy anticipates health-care expenses.

njswealthmgt.com 03/02/2021

18 Years’ Worth of Days

The average #retirement lasts for 18 years. Are you prepared to fill that many days?

njswealthmgt.com The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

njswealthmgt.com 03/01/2021

Caring for Aging Parents

Have a strategy for discussing healthcare with your parents. #AgingParents

njswealthmgt.com As our nation ages, many Americans are turning their attention to caring for aging parents.

Address


105 Maxess Rd Suite S124
Melville, NY
11747

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm
Other Financial Planning in Melville (show all)
Robert Novotny - Northwestern Mutual Robert Novotny - Northwestern Mutual
400 Broadhollow Road
Melville, 11747

Robert's mission is provide clients with concise, specific, measurable, attainable, realistic, and time oriented financial plans.

Planning Solutions, LLC Planning Solutions, LLC
425 Broad Hollow Rd, Ste 304
Melville, 11747

Partnering with clients to develop the "Roadmap" toward the Quality of Life they aspire to, and the Financial Independence they need to get and stay there.

Ryan C. Turi, Licensed Agent with New York Life Ryan C. Turi, Licensed Agent with New York Life
1660 Walt Whitman Road
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.

John Bellontine Financial Advisor Montauk Wealth Management John Bellontine Financial Advisor Montauk Wealth Management
105 Maxess Rd, Suite 314
Melville, 11747

I am a financial professional with over 20 years in the financial services industry. I have great passion for this industry.

Soterios Theori, Financial Adviser with Eagle Strategies LLC Soterios Theori, Financial Adviser with Eagle Strategies LLC
576 Broad Hollow Rd
Melville, 11747

I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

Flamer Financial Strategies & Insurance Group Flamer Financial Strategies & Insurance Group
520 Broad Hollow Road
Melville, 11747

Providing quality financial strategies, and offers insurance and financial services to businesses and individuals.

Lighthouse Financial Network, LLC Lighthouse Financial Network, LLC
575 Broadhollow Road
Melville, 11747

Lighting the way to a secure financial future.

Geller and Associates of Ameriprise Financial Geller and Associates of Ameriprise Financial
200 Broadhollow Rd, Ste 302
Melville, 11747

Geller and Associates, A financial advisory practice of Ameriprise Financial Services, LLC

Kendel Bornstein, Licensed Agent with Forest Hills Financial Group Kendel Bornstein, Licensed Agent with Forest Hills Financial Group
200 Broad Hollow Road
Melville, 11747

Financial Representative

Louis C Ciliberti & Associates Ltd Louis C Ciliberti & Associates Ltd
1800 Walt Whitman Rd
Melville, 11747-3099

As founder of Louis C. Ciliberti & Associates, Ltd. in 1986, Louis has been providing sophisticated estate planning and wealth management solutions to some of the wealthiest families in the Tri-State area for over 20 years.

Luz Adriana Suarez, Licensed Agent with New York Life Luz Adriana Suarez, Licensed Agent with New York Life
576 Broad Hollow Rd
Melville, 11747

Agente Licenciado para vender seguros a traves de New York Life Insurance Company

Patricia Cabrera, Licensed Agent with New York Life Insurance Company Patricia Cabrera, Licensed Agent with New York Life Insurance Company
520 Broadhollow Road
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.