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
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.