savings

Home/Tag: savings

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 [...]

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 [...]

Tip of the Day: Dividend Income Can Help Retirees Weather Market Volatility

2020-09-28T12:53:11-05:00September 28th, 2020|Blog|

Tip of the Day: Dividend Income Can Help Retirees Weather Market Volatility By: Stacey Nickens Clients often ask me: How much money do I need to have saved for retirement? However, instead of selecting a specific number, I prefer to look at how much money you will need to withdraw from your investment portfolios during [...]

Tip of the Day: Delay Taking Social Security Benefits

2020-08-31T17:03:04-05:00July 27th, 2020|Blog|

Tip of the Day: Delay Taking Social Security Benefits By: Stacey Nickens In general, I encourage clients to delay taking Social Security whenever possible. Doing so can allow you to access Delayed Retirement Credits. Beginning at your Full Retirement Age, you can take Social Security without facing a penalty; however, for every year you wait [...]

Tip of the Day: Spending Habits & Retirement Savings

2020-08-31T17:04:21-05:00July 22nd, 2020|Blog|

Tip of the Day: Your Retirement Savings Should Support Your Current Spending Habits By: Stacey Nickens I start every morning with a creamy cup of coffee. Sometimes I opt for a sugary iced coffee, and other mornings, I love a bitter, steaming cup of hot coffee. Either way, I feel as if I'm starting my [...]

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.  

Ways to Save On Your Cellphone Bill

2019-01-18T14:58:02-05:00January 18th, 2019|Blog|

Today, most of us depend immensely on our cellphones. I use mine to check in to flights, buy groceries, search the internet, and text and call my friends and family. However, while cell phones are essential for many people's lives, your cellphone bill could be a huge drain on your funds. Most bills runs $100 [...]

Setting a Financial New Year’s Resolution With Your Kid

2018-12-19T16:39:45-05:00December 19th, 2018|Blog|

Many of us may be setting our own financial New Year's resolution. You could be focused on sticking with your budget or starting an emergency fund. Whatever your goal, you can also use this time to help your child or grandchild set their own financial resolution. Doing so will not only teach them important financial [...]