Our Approach
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.
Helpful Content
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.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?