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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 [...]

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 [...]

3 Ways To Maintain Your Pandemic Savings Habits

2021-06-07T15:18:16-05:00June 7th, 2021|Blog|

3 Ways To Maintain Your Pandemic Savings Habits By: Stacey Nickens The pandemic was a devastating and challenging experience for our country, but quarantine restrictions may have helped you build healthier financial habits. Instead of eating out, you may have cooked more dinners at home. Instead of dropping money on expensive vacations, you may have [...]

Building Healthy Financial Habits

2021-02-22T16:07:47-05:00February 22nd, 2021|Blog|

Building Healthy Financial Habits By: Stacey Nickens While building habits can be challenging, healthy habits are necessary for our well-being. Habits reduce the amount of decisions we have to make in a day and thus free up brain space to work on more important projects. For example, we build a habit of brushing our teeth [...]

Financial Lessons We Can Learn From 2020

2021-01-08T16:10:51-05:00January 8th, 2021|Blog|

Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always teach [...]

Developing an Estate Plan: Drafting a Will and Designating Powers of Attorney

2020-11-23T15:56:47-05:00November 23rd, 2020|Uncategorized|

Developing an Estate Plan: Drafting a Will and Designating Powers of Attorney By: Stacey Nickens Christmas wish lists were popularized in the late 1800s. An illustrator, Thomas Nast, published a series of pictures depicting Santa Claus reading letters from naughty and nice children. Nast later drew and published a picture of a child mailing their [...]

Financial Advisor Checklist

2020-10-14T16:07:51-05:00October 14th, 2020|Blog|

Financial Advisor Checklist By: Stacey Nickens In the Fall, nature sheds its dead weight in order to prepare for the Spring growing season. Similarly, Fall and Winter are fantastic times to clean up your finances in order to better prepare for your future. Working with a Financial Advisor can significantly help you in this planning [...]

Your Fall Financial and Tax Planning Checklist

2020-10-07T10:11:17-05:00October 6th, 2020|Blog|

Your Fall Financial and Tax Planning Checklist By: Stacey Nickens For me, Fall is a time to reflect on my year thus far, honor my accomplishments, and make changes to finish the year on a high note. I like to think about a few questions. What were my goals at the beginning of the year? [...]

Learning from the Household Net Worth Report

2020-09-21T14:00:09-05:00September 21st, 2020|Blog|

Learning from the Household Net Worth Report By: Stacey Nickens The net worth of U.S. households and nonprofits climbed 6.8% between the first and second quarter in 2020. At $118.96 trillion, the net worth of households and nonprofits in the second quarter already exceeded pre-pandemic levels. Aside from highlighting the economy's rate of recovery, the [...]