Adam Coleman - Money & Mortgages

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Adam Coleman - Money & Mortgages I am a fee-only financial planner with Nectarine

I also provide professional mortgage services nationally with Loan Pronto, Inc. NMLS ID #181698

Copyright © 2023 Adam Coleman NMLS 181698 - All Rights Reserved. 2023 Loan Pronto, Inc (NMLS 1661781). All information contained herein is for informational purposes only and, while every effort has been made to ensure accuracy, no guarantee is expressed or implied. Any programs shown do not demonstrate all options or pricing structures. Rates, terms, programs and underwriting policies subject to change without notice. This is not an offer to extend credit or a commitment to lend. All loans subject to underwriting approval. Some products may not be available in all states and restrictions apply. Equal Housing Opportunity. https://loanpronto.com/our-service-locations

Nectarine: Two Year Update 📈So far, I’ve had the opportunity to help:• 600+ different individuals and couples• 855 hourl...
03/05/2026

Nectarine: Two Year Update 📈

So far, I’ve had the opportunity to help:
• 600+ different individuals and couples
• 855 hourly planning sessions
• 75 comprehensive financial plans created
• And now, an expanding group in the new ongoing planning model

On top of that I've had the privilege of mentoring all new advisors to the platform as the Head of Advisor Experience.

What’s been most rewarding isn’t the numbers, it’s seeing how many DIY-minded investors simply want clarity, structure, and a second set of eyes on big decisions without the typical high prices and sales pitches you commonly find in the financial industry.

Check out HelloNectarine.com for more info



The endorsements displayed [above/below] have been provided by clients who have completed an engagement with me through Nectarine. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences. Please refer to hellonectarine.com for all relevant disclosures.

Say hello to "The Ongoing": your new go-to financial advisor, support system, and accountability partner all in one!Get ...
12/17/2025

Say hello to "The Ongoing": your new go-to financial advisor, support system, and accountability partner all in one!
Get continuous support from an advisor who knows all about you, including:
• Quarterly check-in meetings
• Unlimited email support
• A personalized 2-page annual financial checkup

I can guide you through goals such as:
• Increasing your net worth
• Achieving early retirement
• Handling Roth conversions
• Planning how to take money out in retirement, and more...

Visit hellonectarine.com to learn more.

🚨 2026 Retirement Contribution Limits Are Out! 🚨The IRS just announced the new 401(k) and IRA limits for 2026 - and save...
11/20/2025

🚨 2026 Retirement Contribution Limits Are Out! 🚨

The IRS just announced the new 401(k) and IRA limits for 2026 - and savers get a nice bump across the board.

Here’s the quick breakdown:

💼 401(k) limits
• Under 50: $24,500 (+$1,000)
• Age 50+: $32,500 (+$1,500)
• Age 60-63: $35,750 ("super catch-up")

🧾 IRA limits
• Under 50: $7,500 (+$500)
• Age 50+: $8,600 (+$600) - graphic is actually $100 short of the actual limit

These increases give you even more room to boost tax-advantaged savings, catch up if you’re behind, and stay on track for retirement.

If you’re not maxing out already, now’s the perfect time to plan ahead for 2026. Future you will thank you. 💙📈

⚠️One thing to note on catch-up contributions starting in 2026: 50+ yr old high earners ($150k+) are required to make catch-up contributions into a Roth 401(k). If the company doesn't offer the Roth, you won't be able to do the catch-up contributions now.

Credit: Personal Finance Club

If you don't already, definitely give them a follow for some great financial infographics



Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.

Address

800 Westmere Avenue Suite 300
Charlotte, NC
28208

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

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