Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. [...]
IRS Announces HSA Contributions Limits for 2022 By: Stacey Nickens Health savings are an important part of any financial plan. It's crucial that you prepare for unexpected medical costs, especially as you get older. HSAs, or Health Savings Accounts, offer a tax-advantaged way to save for and cover these health costs. You can deduct [...]
Advantages of a 529 Plan in 2021 By: Stacey Nickens The education landscape has changed significantly in the past decade, especially during the past year. Students have greater technological needs, especially with many students moving to a remote learning environment. Many families and students have to take on debt to cover educational expenses, and [...]
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 [...]
How Different Forms of Retirement Income Get Taxed By: Stacey Nickens If you have reached retirement, congratulations! It is so beautiful to have more time to explore your hobbies, spend time with loved ones, relax, and travel. However, I never want my retired clients to be bogged down by financial worries. A surprise tax [...]
You may be considering saving for your child or grandchild's future educational needs. You could use an UTMA (Uniform Transfer to Minors Act) or 529 Plan to save money for a minor beneficiary. Opening either account allows you to invest contribution funds. However, while the two savings vehicles are often discussed together, UTMAs and [...]
5 Steps for Understanding Your Retirement Spending Needs By: Stacey Nickens Many of my clients list their primary savings goal as saving for retirement. However, this goal can feel general and amorphous. It can be helpful to better understand your specific spending needs in retirement and save for those needs. Moreover, planning for retirement goes [...]
ELM3's Fall Financial Fitness Challenge By: Stacey Nickens The past few weeks have featured a mixed bag of news, and you may be struggling to sit still among all of this chaos. I am thus challenging you to take one week to improve your financial fitness. This 1-week challenge features a task each day that [...]
Reducing Drug and Healthcare Costs By: Stacey Nickens October is Breast Cancer Awareness month. As we celebrate those who have survived breast cancer and remember those we have lost to breast cancer, I believe it's important to consider the steep healthcare costs that many of us face. An average American pays $1,200 for medications each [...]
The Bucket Approach to Retirement Savings By: Stacey Nickens When my children were young, we used to go apple picking every fall. Sometimes we would even drive all the way to rural Illinois to enjoy some fresh apples, homemade apple butter, and homemade apple pie. Of course, there are so many types of apples. It [...]
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