by Nic | Jun 17, 2025 | Retirement Wellness
How SB 305 Will Transform Retirement for 600K WorkersAre You Ready for July 2025? Reading Time: 3 minutesBy Jason Sheffield Disclosure: This article is for general informational purposes only and does not constitute legal, tax, or investment advice. 3Nickels is not...
by Nic | May 7, 2025 | Financial Wellness
Will Tariffs Affect Me Personally? Reading Time: 4 minutesBy Sherrie Grabot, CEO With all the noise in the press, figuring out how tariffs will actually affect you personally is quite a challenge. But let’s take a look. What is a tariff? In simple terms, a tariff is a...
by Nic | Oct 2, 2024 | Retirement Wellness
How Do You Choose a Retirement Age? Reading Time: 7 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Let us rephrase this question: When can you afford to retire? The answer depends on three factors: how much you wish to spend in retirement, how much...
by Nic | Sep 10, 2024 | Financial Wellness
The Costliest Emergency ExpensesBrace for Impact Reading Time: 4 minutesBy Ian Bin When an unexpected financial emergency strikes, it can drastically impact your savings. Understanding the potential cost of these emergencies can be an essential step toward better...
by Nic | Jul 5, 2024 | Retirement Wellness
Final Expenses: What They Are and How to Plan for Them Reading Time: 8 minutesBy Thomas Anichini, CFA®, CFP®, Chief Investment Strategist Although dealing with final expenses is a crucial aspect of life planning, it is an aspect we often overlook. While none of us...
