Navigating Legislative Changes for 2024 Here we will delve into the crucial legislative changes affecting your finances in 2024. As we step into a new year, it’s essential to stay informed about the adjustments that could impact your financial planning and strategy. This video includes the latest updates and how they can influence your path […]
2024 New Rates and Contribution Limits Read More »
Navigating Legislative Changes for 2024 Here we will delve into the crucial legislative changes affecting your finances in 2024. As we step into a new year, it’s essential to stay informed about the adjustments that could impact your financial planning and strategy. This video includes the latest updates and how they can influence your path
2024 New Rates and Contribution Limits Read More »
Happy New Year! We look forward to having a great year with you.
Let’s have a great year together! Read More »
Christmas time is our favorite time of year. Neighborhoods filled with Christmas lights and decorations, family fun and exciting traditions.
Merry Christmas and Happy Holidays Read More »
We want to say thank you. We are incredibly grateful for all the love, support, prayers, and best wishes on our exciting addition to our family. We love you and God Bless. Chelsea and Nick
Introducing Everly Leann (video) Read More »
Dr. Nicholas E. Michels, CFP® Email-Based Scams are on the Rise this Holiday Season With billions of emails sent globally each day, it’s no wonder that email compromise has become one of the largest and most financially damaging online crimes. In an email-based scam, fraudsters send an email that appears to come from a known
Rising Scams and How to Protect Yourself Read More »
Dr. Nicholas E. Michels, CFP® Did you know that 90% of Americans do not maximize their Social Security benefits? As a father, I do not like the word entitled. However, when it comes to your Social Security, these absolutely are benefits owed to you, and we want to help you receive the most money possible.
Top 11 Strategies for Maximizing Your Social Security Benefits Read More »
Dr. Nicholas E. Michels, CFP® Michels Family Financial recommends five easy steps that will help you build a solid financial foundation for now and in the future: Begin with the end in mind Understand your starting point Create your plan Put your plan into action Monitor and repeat Schedule Checkups It’s normal to be concerned
5 Steps to Personal Wealth Planning Summary Read More »
By Dr. Nicholas E. Michels Why Rebalance? Manage Risk The process behind rebalancing helps manage risk in two ways. (1) It maintains your original investment objective, and (2) it maintains your risk profile. According to a historical analysis of accounts during market turmoil conducted by Morningstar, portfolios that WEREN’T rebalanced in the middle of a tumultuous
Rebalancing = Safety + Better Performance Read More »
