At Riley Nichols & Munn, we strive to act as your “Personal CFO”. Our client- first focus allows us to work hand-in-hand, guiding you through all phases of your financial life. As a firm founded on knowledge, experience, and integrity, we strive to help you to pursue your goals and build an enduring legacy.
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Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Tips on insuring your teen driver.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn about the average American budget in this fun and interactive piece.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Explaining the SECURE Act and how the changes affect your retirement strategy.
$1 million in a diversified portfolio could help finance part of your retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When you retire, how will you treat your next chapter?