Understanding Today's Financial Environment
Welcome, we’re Nabell Winslow, an independent Investment Advisory team in Wilmington, NC. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, estate strategy or business solutions, our personalized service focuses on your needs, wants and financial goals.
With over 30 years of experience in financial services, our professionals can help you achieve your goals and objectives. We look forward to working with you through all stages of your life.
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Comprehensive Care
We can help you create an approach that is designed to address your unique situation.
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Client Commitment
We cater to the needs of our clients by putting their interests before our own.
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A Team Approach
We believe our team approach adds a broader perspective to all we do and benefits our clients.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Building Your Legacy
A four-step framework for building a personal legacy.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Saving for College 101
Here’s a crash course on saving for college.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
When Markets React
When markets shift, experienced investors stick to their strategy.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.