Nickels Wealth

07/14/2026

The best things in life are often found just outside our comfort zone.

That may mean wearing an uncomfortable tuxedo for someone you love. It may mean pushing forward through a hard season. And for investors, it often means sticking with a sound plan when the headlines make that feel difficult.

In his semiannual letter, Bain shares why discomfort isn’t always a warning sign. Sometimes, it’s simply part of the journey toward something worthwhile.

Read more: https://nickelswealth.com/outside-our-comfort-zone

A few months ago, Cole and Parker were in my nephew's wedding. Let's just say tuxedos weren't exactly their first choice. Apparently, dress shoes are too tight, bow ties are designed to choke, and tuxedo jackets are way too hot for a Mississippi summer. The funny thing is, they'll probably remember....

07/04/2026

We hope you and your family have a Happy Fourth of July!

07/02/2026

Just a quick note for the holiday weekend. We hope you and your family have a safe and happy Fourth!

07/01/2026

We’re carrying the birthday celebration into this week because Lucy deserves more than one day anyway.

Last Thursday was her birthday, and we’re grateful for the steady leadership, organization, and care she brings to our team as Director of Operations. So much of what happens behind the scenes at Nickels Wealth runs through Lucy, and we’re thankful for all she does.

Happy birthday, Lucy!

06/19/2026

Generosity shouldn’t be an afterthought in your financial plan.

In our latest blog, Spencer shares how thoughtful planning can help your giving go further through tools like QCDs, donor-advised funds, and gifting appreciated assets.

Read more here:
https://nickelswealth.com/smart-charitable-giving

This is the second post in our tax-planning series. Last time, Bain explained why we keep talking about Roth conversions. Today: why we keep talking about generosity, and how a little planning makes it go further. Many financial advisors steer around this topic. We don't. We believe generosity isn't...

05/29/2026

One decision this year could affect your taxes for decades.

We're starting a new blog series about tax planning with a conversation about Roth conversions.

For the past few months, tax season had all of us looking backward at 2025 returns, at what the new law changed, at what already happened. That part's done. So for the next little while, a few of us are going to do the opposite. We're starting a series, one tax strategy per post, looking

05/25/2026

Today, we remember and honor the men and women who gave everything in service to our country.

We are grateful for their sacrifice and the freedoms it made possible.

05/22/2026

Nickels Wealth will be closed Monday, May 25 to remember and honor. We will reopen Tuesday, May 26 at 8:00.

04/24/2026

We might be a little late… and yes, we did manage to turn four birthdays into one lunch. Call it efficiency… or survival during a busy season.

Either way, we weren’t going to let it slip by without celebrating Bain, Ernie, Danette, and Suzette. Grateful for each of them and everything they do for our clients and our team.

Happy (slightly belated) birthday to a great group!

04/15/2026

Today’s tax day!

Somewhere, someone is walking into their CPA’s office with a stack of papers they meant to organize weeks ago.

If that’s you…bring coffee.

And maybe an apology.