Nest Financial

Nest Financial Our mission is to simplify the intricacy of investments with financial solutions accessible to all.

๐๐ž๐ฐ ๐ญ๐จ ๐Ÿ“๐Ÿ๐Ÿ— ๐ฉ๐ฅ๐š๐ง๐ฌ? ๐‡๐ž๐ซ๐žโ€™๐ฌ ๐ญ๐ก๐ž ๐ช๐ฎ๐ข๐œ๐ค ๐›๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง:A 529 is a tax-advantaged account built to help you save for future educati...
07/21/2026

๐๐ž๐ฐ ๐ญ๐จ ๐Ÿ“๐Ÿ๐Ÿ— ๐ฉ๐ฅ๐š๐ง๐ฌ? ๐‡๐ž๐ซ๐žโ€™๐ฌ ๐ญ๐ก๐ž ๐ช๐ฎ๐ข๐œ๐ค ๐›๐ซ๐ž๐š๐ค๐๐จ๐ฐ๐ง:

A 529 is a tax-advantaged account built to help you save for future education costs.
โ€ข ๐“๐š๐ฑ-๐…๐ซ๐ž๐ž ๐๐ž๐ซ๐ค๐ฌ: Your money grows tax-free, and withdrawals for tuition, books, or housing are completely tax-free, too.
โ€ข ๐’๐ฎ๐ฉ๐ž๐ซ ๐…๐ฅ๐ž๐ฑ๐ข๐›๐ฅ๐ž: Use it for universities, trade schools, or apprenticeships.
โ€ข ๐๐ฎ๐ข๐ฅ๐ญ-๐ข๐ง ๐๐š๐œ๐ค๐ฎ๐ฉ ๐๐ฅ๐š๐ง: If plans change, transfer funds to another family member or roll them over into a Roth IRA for them.

You donโ€™t need a fortune to start. Set up a small, automatic contribution each paycheck and let time do the heavy lifting!

Contact us today for further assistance: https://investwithnest.com/just-ask-josh/

๐‚๐š๐ฎ๐ ๐ก๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฎ๐ฆ๐ฆ๐ž๐ซ ๐ญ๐ซ๐š๐ฏ๐ž๐ฅ ๐›๐ฎ๐ ? Here is how to reset your budget and build a bulletproof fund for next year:โ€ข Prioritize &...
07/16/2026

๐‚๐š๐ฎ๐ ๐ก๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฎ๐ฆ๐ฆ๐ž๐ซ ๐ญ๐ซ๐š๐ฏ๐ž๐ฅ ๐›๐ฎ๐ ?

Here is how to reset your budget and build a bulletproof fund for next year:
โ€ข Prioritize & pay off travel debt.
โ€ข Trim 10% off entertainment this month.
โ€ข Automate a high-yield savings account for next summer.

Financial peace > vacation stress!

Don't know where to start? Contact us today: https://investwithnest.com/just-ask-josh/

๐๐ž๐š๐ญ ๐ญ๐ก๐ž ๐‡๐ž๐š๐ญ (๐€๐ง๐ ๐ญ๐ก๐ž ๐„๐ฅ๐ž๐œ๐ญ๐ซ๐ข๐œ ๐๐ข๐ฅ๐ฅ!) Before you crank the cooling, check out these 4 quick spots to save energy: 1. Ru...
07/14/2026

๐๐ž๐š๐ญ ๐ญ๐ก๐ž ๐‡๐ž๐š๐ญ (๐€๐ง๐ ๐ญ๐ก๐ž ๐„๐ฅ๐ž๐œ๐ญ๐ซ๐ข๐œ ๐๐ข๐ฅ๐ฅ!)

Before you crank the cooling, check out these 4 quick spots to save energy:

1. Run your hand along frames on a hot day. If you feel warm air leaking in, itโ€™s time to replace worn weatherstripping or apply some fresh caulk.
2. Swap out your HVAC filter. It takes 2 minutes and instantly drops your energy use.
3. Double-check that your ceiling fans are spinning counterclockwise. This creates a cool breeze effect, letting you set your thermostat a few degrees higher without feeling the difference.
4. Plug electronic devices into smart power strips so you can cut the power completely when not in use. Game consoles, chargers, and TVs draw power even when turned off.

A little bit of auditing today means a lot more comfortโ€”and ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌโ€”all summer long!

Looking for more ways to save? Contact us today: https://investwithnest.com/just-ask-josh/

๐–๐ž ๐š๐ซ๐ž ๐จ๐Ÿ๐Ÿ๐ข๐œ๐ข๐š๐ฅ๐ฅ๐ฒ ๐ก๐š๐ฅ๐Ÿ๐ฐ๐š๐ฒ ๐ญ๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”, ๐ฆ๐š๐ค๐ข๐ง๐  ๐ข๐ญ ๐ญ๐ก๐ž ๐ข๐๐ž๐š๐ฅ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐œ๐ก๐ž๐œ๐ค ๐ข๐ง ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ก๐ž๐š๐ฅ๐ญ๐ก.Make sure to revie...
07/09/2026

๐–๐ž ๐š๐ซ๐ž ๐จ๐Ÿ๐Ÿ๐ข๐œ๐ข๐š๐ฅ๐ฅ๐ฒ ๐ก๐š๐ฅ๐Ÿ๐ฐ๐š๐ฒ ๐ญ๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ”, ๐ฆ๐š๐ค๐ข๐ง๐  ๐ข๐ญ ๐ญ๐ก๐ž ๐ข๐๐ž๐š๐ฅ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐œ๐ก๐ž๐œ๐ค ๐ข๐ง ๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ก๐ž๐š๐ฅ๐ญ๐ก.

Make sure to review these 3 crucial numbers:
1. Your 401(k) / IRA contributions
2. Your tax withholdings
3. Your emergency cash reserve

Questions about your 2026 limits or withholding adjustments? Contact us today: https://investwithnest.com/just-ask-josh/

Ready to kick your old habits to the curb? Letโ€™s make some new financial goals and knockout those financial burdens. Nes...
07/07/2026

Ready to kick your old habits to the curb? Letโ€™s make some new financial goals and knockout those financial burdens. Nest is on your team.

Contact us today: https://investwithnest.com/just-ask-josh/

As we enjoy fireworks, BBQs, and the time with loved ones, let's remember the courage that built this great nation. Happ...
07/04/2026

As we enjoy fireworks, BBQs, and the time with loved ones, let's remember the courage that built this great nation. Happy Independence Day!

๐‹๐ž๐ญ'๐ฌ ๐Œ๐š๐ค๐ž ๐“๐ก๐ข๐ฌ ๐„๐š๐ฌ๐ฒ. Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and mak...
06/29/2026

๐‹๐ž๐ญ'๐ฌ ๐Œ๐š๐ค๐ž ๐“๐ก๐ข๐ฌ ๐„๐š๐ฌ๐ฒ. Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals.

Ready to strategize? Contact us today: https://investwithnest.com/just-ask-josh/

If you or someone in your family is still in schoolโ€”or heading back in the fallโ€”now is the time to make sure your FAFSA ...
06/25/2026

If you or someone in your family is still in schoolโ€”or heading back in the fallโ€”now is the time to make sure your FAFSA form is in. Don't let a deadline get in the way of money that's already available to you.

Need assistance? Contact us today: https://investwithnest.com/just-ask-josh/

Honoring the fallen. Remembering their sacrifice. Today and every day, we are profoundly grateful for the heroes who gav...
05/25/2026

Honoring the fallen. Remembering their sacrifice. Today and every day, we are profoundly grateful for the heroes who gave everything for our freedom.

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐Ÿ๐ž๐ž๐ฅ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฆ๐จ๐ฏ๐ž, ๐ญ๐ก๐š๐ญโ€™๐ฌ ๐ง๐จ๐ซ๐ฆ๐š๐ฅ.Weโ€™ve worked with people at all income levels. The c...
05/21/2026

๐ˆ๐Ÿ ๐ฒ๐จ๐ฎ ๐Ÿ๐ž๐ž๐ฅ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง ๐š๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฑ๐ญ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฆ๐จ๐ฏ๐ž, ๐ญ๐ก๐š๐ญโ€™๐ฌ ๐ง๐จ๐ซ๐ฆ๐š๐ฅ.

Weโ€™ve worked with people at all income levels. The common thread isnโ€™t the number on their paycheckโ€ฆ

Itโ€™s that almost everyone has questions.

Everyone is trying to figure something out.

Thatโ€™s exactly why weโ€™re here. Let's figure it out together. Contact us today: https://investwithnest.com/just-ask-josh/

Address

6254 Blue Ridge Boulevard
Raytown, MO
64133

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 7pm
Wednesday 8:30am - 7pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 12pm

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