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So far Stacey Nickens has created 200 blog entries.

10 Ways to Protect Your Personal Information

2021-09-14T14:15:52-05:00August 20th, 2021|Blog|

10 Ways to Protect Your Personal Information By: Stacey Nickens Millions of individuals fall victim to identity theft every year. While the reality is scary and troubling, there are steps you can take to protect your personal information and your identity. Keep reading to learn about 10 steps that the Social Security Administration recommends in [...]

3 Takeaways About the Current State of the Economy

2021-08-16T17:31:16-05:00August 6th, 2021|Blog|

3 Takeaways About the Current State of the Economy By: Stacey Nickens As we finish out August, many of us are packing in pool days and beach vacations while the weather is still nice. You may also be trying to maximize your fun in case the Delta variant continues to spread and forces us to [...]

4 Ways to Prepare for Market Volatility

2021-08-02T15:39:20-05:00August 2nd, 2021|Blog|

4 Ways to Prepare for Market Volatility By: Stacey Nickens Every couple of days, I get an email from a client wondering if they should be worried about a market pullback, rising inflation, or some other catastrophic financial event. Often times, investors in the midst of panic wonder if they should move their money entirely [...]

3 Ways to Protect Yourself From Identity Theft

2021-08-16T17:23:09-05:00July 26th, 2021|Blog|

3 Ways to Protect Yourself From Identity Theft By: Stacey Nickens When my children were younger, they had a tendency to ride their bikes and scooters while wearing flip flops. No matter how many times I reminded them to wear closed-toed shoes, they would come home with bruised and battered toes after ignoring my directions [...]

3 Investment Opportunities to Hedge Against Inflation

2021-07-19T13:16:23-05:00July 19th, 2021|Blog|

3 Investment Opportunities to Hedge Against Inflation By: Stacey Nickens Inflation rapidly accelerated in June, with the consumer-price index increasing 5.4% from a year ago. This is the highest 12-month rate increase since August 2008, but don't panic just yet. A number of factors contributing to inflation are temporary. Supply shortages will likely subside, as [...]

3 Common Mistakes People Make When Claiming Social Security

2021-07-16T16:22:53-05:00July 16th, 2021|Blog|

3 Common Mistakes People Make When Claiming Social Security By: Margaret Nickens Social Security helps many Americans fund their retirement, but sorting through all of the different claiming strategies and rules can be challenging. Retirees may end up claiming their Social Security benefits too early or claiming in a manner that doesn't best meet their [...]

Tax Credits That Help Pay For Summer Camp

2021-07-12T14:34:15-05:00July 12th, 2021|Blog|

Tax Credits That Help Pay For Summer Camp By: Stacey Nickens Summer can be a delightful and exploratory time for children. I know I have fond memories of taking my children to swim lessons, art camps, and Vacation Bible School. However, keeping your child entertained during the summer can also prove expensive. With that in [...]

Preparing for Potential Tax Law Changes

2021-07-12T15:16:04-05:00July 9th, 2021|Blog|

Preparing for Potential Tax Law Changes By: Stacey Nickens The Biden Administration has proposed some changes to estate and tax law that could impact high-net-worth individuals. While these tax code proposals will likely be altered as they pass through Congress, wealthy individuals can still take steps this year to help mitigate tax impacts down the [...]

6 Things Medicare Won’t Cover

2021-07-12T15:17:52-05:00June 30th, 2021|Blog|

6 Things Medicare Won't Cover By: Stacey Nickens Facing unexpected medical costs in retirement can be a significant financial challenge. With that in mind, it's important to understand the procedures and services that aren't covered by Medicare Part A or Part B. Part A is hospital insurance that covers impatient stays at hospitals and skilled [...]

Unenrolling from Monthly Child Tax Credit Payments

2021-10-01T11:56:11-05:00June 28th, 2021|Blog|

Unenrolling from Monthly Child Tax Credit Payments By: Stacey Nickens In July, the IRS began sending out advanced payments of the 2021 Child Tax Credit. You may be interested in opting out of these advanced payments for a number of reasons. Because these are advanced payments of a credit, every dollar you receive this year [...]