Nick Jones, Founder/Financial Planner with Nelis Wealth

Nick Jones, Founder/Financial Planner with Nelis Wealth CFP®
ChFC®

- Budgeting/Debt Management
- Insurance, Investment, Education, Retirement and Financial Planning
www.neliswealth.com
https://southcarolina.massmutual.com/about-us/licenses

06/08/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/06/2026

The next deepfake threat is not coming for your bank account. It is coming for your reputation. What every leader needs to know now.

06/05/2026

A new Investopedia analysis shows the average cost of a comfortable retirement in every state, along with the savings needed to afford it.

06/04/2026

A certificate of deposit is a type of savings account that pays a fixed interest rate on your deposit for a set period of time, in return for leaving the money in the account untouched for that time.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/03/2026

Delyanne Barros says that investing is not as complicated or intimidating as people imagine it to be.

06/03/2026

Medium-sized towns have populations between 20,000 and 49,999 people. Top medium-sized towns for retirees are found in Alaska, Florida, Iowa, Maine, New Hampshire, Pennsylvania, Texas, and Virginia.

06/02/2026

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

06/01/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

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40 Calhoun Street, Ste 310
Charleston, SC
29401

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Monday 7am - 7pm
Tuesday 7am - 7pm
Wednesday 7am - 7pm
Thursday 7am - 7pm
Friday 7am - 5pm

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