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About Stacey Nickens

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So far Stacey Nickens has created 48 blog entries.

Understanding Market Downturns

2020-03-18T06:56:02-05:00March 17th, 2020|Bear Markets, Bull Market, Corrections, IRA, Market Downturns, Market Recovery, Mutual Funds, Retirement, S&P 500|

For prepared investors, market downturns can represent great opportunity Nearly everywhere you turn, from friends and colleagues to cable news shows, you can find someone with a strong opinion about the financial markets. People will often use specific terms such as correction or bear market to render judgments about the direction of markets, [...]

Embracing Women’s Day: Your Life, Your Money

2020-03-08T12:11:15-05:00March 8th, 2020|Financial Planning, Investments, women, Women's Day, Women's History Month|

March marks the 31st year of National Women’s History Month, and when it comes to financial planning women certainly have something to celebrate. For many women, long gone are the days that the husband solely controls all the finances and investing. Over the last few decades, women have played a critical role in the [...]

Big Technology Stocks Dominate ESG Funds

2020-03-18T07:39:47-05:00February 10th, 2020|Blog, Investments, IRA, Mutual Funds, renewable, Retirement, Socially Responsible Investing, Uncategorized|

By: Akane Otani Feb 10 ,2020 Source: Wall Street Journal ESG investing is an investment strategy that seeks to consider both financial return and social, ethical/ environmental awareness.  ESG stands for environmental, social, and governance.  ETFs and mutual funds that market themselves as sustainable investments aren’t necessarily focused on companies that fight climate change, develop [...]

Should I Do My Own Taxes or Hire a Tax Pro?

2020-01-27T10:25:47-05:00January 27th, 2020|Taxes|

January 29, 2020 By: Stacey Nickens Can you believe it's 2020 already? Today is the first day of tax season. So on your mark, get set, and get ready to file. Right about now you’re probably collecting and organizing your tax records. When it's time to file your tax return, you have several options. [...]

Giving Tuesday is December 3rd

2019-12-02T18:29:15-05:00December 2nd, 2019|Charity, Giving Back|

Charity, Giving Back As we start to recover from our Thanksgiving turkey overdose, we are enticed out of bed by Black Friday and Cyber Monday deals. While enamored with 40 percent off and free shipping, the meaning of the holiday season can be lost in a dash to get the latest tech gadget. Enter [...]

Avoid These Three Mutual Fund Mistakes

2019-11-07T18:01:31-05:00November 7th, 2019|Investments, IRA, Mutual Funds, Retirement, Taxes|

With the possibility of a trade war resolution, investors who have been keeping cash on the side lines may start jumping into the market. With over 10,000 mutual funds available, many investors still use this vehicle as their primary investment tool. You’ll keep more after-tax income if you avoid these three mistakes. 1. Judge a [...]

Tax Friendly Retirement States

2019-11-06T11:44:52-05:00November 6th, 2019|Retirement, Social Security, Taxes, Uncategorized|

Georgia ranks as one of the most tax friendly states for retirees. Georgia does not tax Social Security benefits and provides a deduction of $65,000 per person on all types of retirement income for those individuals 65 and older. Most counties within Georgia also provide for additional senior exemptions as a means to lower [...]

Social Security Benefits Cost-of-Living Adjustment for 2020

2019-10-15T15:54:46-05:00October 15th, 2019|Retirement, Social Security|

On October 10, the Social Security Administration (SSA) announced that recipients will be receiving a 1.60% raise in January 2020 in the form of a cost-of-living adjustment.  SSI recipients will receive their increased paychecks in December 2019. The raise is lower than the last couple of years because inflation in the third quarter (July, [...]

Employee Stock Plan Mistakes to Avoid

2019-10-10T07:37:50-05:00October 10th, 2019|Beneficiaries, Benefit Plans, Options, Retirement, RSUs, savings, Stock Plans|

Fall is open enrollment for many employer benefit plans. Employee stock plans are a great way to build wealth and help you reach your financial goals. Confusion over these plans often leads to costly mistakes. Thanks to Fidelity for helping with their 6 Employee Stock Plan Mistakes to Avoid.