At Mossakowski & Nichols Wealth Management, LLC we work as your personal financial & investment advisor offering you a wide range of services and products such as financial planning, retirement services, insurance services, wealth management, financial services and accredited fiduciary. We serve clients from Frisco, TX and Plano, TX as well as the surrounding communities.

Blog

Vigilance and Diligence are Your First Defense Against Fraudsters and Identity Thieves

There can never be enough law enforcement to protect everyone from those who are intent on perpetrating scams or frauds. At any one time, there are thousands of operators posing as legitimate businesses or investors offering the deal of a lifetime, and they are connecting with tens of millions of people each day on the phone, over the Internet and through the mail.

To Rollover or Not Rollover Your 401k Plan – It Depends

One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.

Your Longevity Compounds the Inflation Risk of Your Retirement Income

It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity.

Financial Decisions Made Easy with Clearly-Defined Goals

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.

Intelligent Options for College Savings

If you are the parents or grandparents of child of any age chances are good that the escalating costs of higher education are on your mind.

Establishing Goals for Your Estate Plan

Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state.  Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence

Life Insurance and Annuities for True Lifetime Protection

It is not often that the topics of life insurance and annuities are brought up in the same discussion, primarily because they serve two very distinct purposes. Although they are both products of life insurance companies, life insurance policies are protection against dying too soon, and annuities are protection against living to long.

How to Build a Realistic Budget and Stick with it

At the core of any successful financial enterprise, be it a household or a business, is a sound an effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Year-End Tax Planning Begins Now

With the holiday season looming, it’s not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was once a relatively straightforward tax return increasingly becomes more involved as more tax issues come into the picture.

Syndicate content

Securities and Advisory Services offered through Prospera Financial Services, Inc., Member FINRA/SIPC

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved