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.
Opportunity awaits - Contact us to take the first step.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Healthy habits are one of the greatest gifts to give your child.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know these three personal finance sayings?