Nickels Wealth

05/29/2026

One decision this year could affect your taxes for decades.

We're starting a new blog series about tax planning with a conversation about Roth conversions.

For the past few months, tax season had all of us looking backward at 2025 returns, at what the new law changed, at what already happened. That part's done. So for the next little while, a few of us are going to do the opposite. We're starting a series, one tax strategy per post, looking

05/25/2026

Today, we remember and honor the men and women who gave everything in service to our country.

We are grateful for their sacrifice and the freedoms it made possible.

05/22/2026

Nickels Wealth will be closed Monday, May 25 to remember and honor. We will reopen Tuesday, May 26 at 8:00.

04/24/2026

We might be a little late… and yes, we did manage to turn four birthdays into one lunch. Call it efficiency… or survival during a busy season.

Either way, we weren’t going to let it slip by without celebrating Bain, Ernie, Danette, and Suzette. Grateful for each of them and everything they do for our clients and our team.

Happy (slightly belated) birthday to a great group!

04/15/2026

Today’s tax day!

Somewhere, someone is walking into their CPA’s office with a stack of papers they meant to organize weeks ago.

If that’s you…bring coffee.

And maybe an apology.

04/10/2026

Life doesn’t move in straight lines. Sometimes you’re caught between what was and what’s next—and it can feel uncertain.

If that’s where you are right now, this might help bring some clarity:

It usually starts with something small. A phone call.A fall.A moment where you realize your parent isn’t quite as steady as they used to be. And just like that, something shifts. I had someone sit across from me not long ago and say,"Tracey… I thought I was finally getting close to retirement. A...

04/02/2026

Just a reminder: we will be closed tomorrow and will resume normal hours on Monday!

Have a Happy Easter!

03/12/2026

Sometimes the best financial planning tool is a whiteboard.

When you lay everything out in one place:
income, investments, retirement, taxes, insurance, estate planning...the path forward becomes a lot clearer.

Good planning isn’t complicated.
But it does require seeing the whole picture.

When was the last time you saw the whole picture?

02/27/2026

W-2. 1099-R. SSA-1099.
This year, you've probably gotten them.

But do you know what they’re telling you?
We break it down in this weeks blog:

If your house looks anything like mine right now, the kitchen counter has turned into a staging area for envelopes. Between three boys and whatever chaos comes with them, the last thing I want to do is sort through a pile of tax forms. But February is the month they all show up, and

02/23/2026

Over the years, there have been countless examples of people with modest incomes quietly building real wealth, simply by living below their means and investing consistently.

At the same time, we’ve watched professional athletes and celebrities earn tens of millions… and lose it just as fast.

The difference between financial success and financial failure usually isn’t income.

It’s stewardship.