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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Here are 4 great, and sometimes unexpected, places to raise a family.
Good employee health can be great for the company’s bottom line.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Tips to avoid checking in luggage on your next vacation.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
An amusing and whimsical look at behavioral finance best practices for investors.
Check out this video to begin separating fact from fiction.
Imagine your ideal post-pandemic retirement with this animated video.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
For women, retirement strategy is a long race. It’s helpful to know the route.