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Retiring This Year? 3 Money Moves To Make Right Now

2021-10-15T11:37:24-05:00October 15th, 2021|Blog|

Retiring This Year? 3 Money Moves To Make Right Now By: Stacey Nickens Congratulations! You have worked hard your entire life, and you are ready to rest and enjoy the fruits of your labor. As a financial advisor, I have loved assisting so many clients in moving into and through retirement. As you get closer [...]

How to Survive a Bear Attack: 6 Strategies for Embracing a Stock Market Downturn

2021-11-01T13:44:55-05:00September 27th, 2021|Blog|

How to Survive a Bear Attack 6 Strategies for Embracing a Stock Market Downturn By: Stacey Nickens Fall is a beautiful time to head out into nature for a camping trip, but enjoying nature doesn't come without risks. You may face dehydration, mosquito bites, and even bears. A bear attack is certainly the worst case [...]

Social Security Benefits Could Increase Significantly in 2022

2021-09-17T11:38:49-05:00September 17th, 2021|Blog|

Social Security Benefits Could Increase Significantly in 2022 By: Stacey Nickens News headlines are rarely optimistic, but seniors may be excited by some headlines projecting a large cost-of-living adjustment for Social Security benefits in 2022. Each year, the Social Security administration calculates a cost-of-living adjustment for Social Security benefits. With inflation and prices on the [...]

Creating Money Harmony in Your Marriage

2021-09-14T16:12:35-05:00September 14th, 2021|Blog|

Creating Money Harmony in Your Marriage By: Stacey Nickens September is the perfect month for pumpkin spice lattes, the return of Target's Halloween section, and marriage. Traditionally, more couples get married in September than in any other month. June and October take second and third place, respectively. If wedding bells are on your horizon, you [...]

3 Ways to Minimize Your Tax Bill in Retirement

2021-09-14T11:48:17-05:00September 10th, 2021|Blog, Bull Market|

3 Ways to Minimize Your Tax Bill in Retirement By: Stacey Nickens You've worked hard your whole life to build up your retirement nest egg. You save for healthcare expenses, housing renovation needs, and even a travel budget. However, as you are settling into a slower retirement lifestyle, you realize that you're paying a hefty [...]

3 Ways to Take Advantage of the Federal Student Loan Pause

2021-08-30T15:14:55-05:00August 30th, 2021|Blog|

3 Ways to Take Advantage of the Federal Student Loan Pause By: Stacey Nickens At the beginning of August, the Department of Education announced that they will be extending the pause on federal student loan payments. The moratorium was set to end on September 30, 2021, and will now continue through January 31, 2022. The [...]

Social Security Revamps Their Statement Design

2021-08-23T12:49:48-05:00August 23rd, 2021|Blog|

Social Security Revamps Their Statement Design By: Stacey Nickens Have you recently logged into your Social Security account and noticed some changes in your statement format? Certain Social Security account users who have yet to claim their benefits started receiving redesigned Social Security statements in early May. The new statements are only two, rather than [...]