Michele Nehls, Financial Advisor

03/31/2026

We talked money with Tony-award winning & Emmy nominated writer, producer, and actor Mindy Kaling. Watch the full video here to see how she learned to wrangle her finances: https://go.fidelity.com/aadk09

09/11/2025

00:00 - Intro00:50 - Qualifying Surviving Spouse01:16 - Brief Timeline Walkthrough01:18 - Year Of Death – You Can Still File As Married Filing Jointly01:30 -...

02/08/2025

Curious about how much elders in your area are spending on living expenses? You can estimate for single, couple, housing and health status at:

The Elder Index is a measure of the income that older adults need to meet their basic needs and age in place with dignity. The Elder Index is specific to household size, location, housing tenure, and health status.

02/05/2025

According to Kiplinger, there may be changes in the tax code with the following popular tax breaks:

1. Home mortgage interest write-off
2. Municipal bond interest
3. Tax breaks for families
4. Education tax breaks
5. State and local tax (SALT) deduction
6. Other tax breaks in jeopardy including green energy, charitable contributions, ACA subsidies, federal tax exemptions for credit unions....

A number of tax breaks, including the home mortgage interest deduction, are in peril as lawmakers hunt for revenues to pay for the President's tax plan.

10/13/2024

Tax-smart strategies for a Roth IRA conversion

If you think a Roth IRA conversion might be right for you, here are three tax-efficient strategies to consider:

Max out your bracket: Let's say you're single and make $150,000 a year, which puts you in the 24% tax bracket. The next bracket doesn't kick in until your income exceeds $191,950, so you could convert up to $41,950 ($191,950 – $150,000) and still stay within your current bracket.

Spread it out: Breaking up the conversion across multiple years can make the tax hit easier to manage—and could, when combined with the strategy above, reduce the overall tax you pay on the conversion.

Get ahead of tax changes: If upcoming changes to tax law will adversely affect future taxes, converting some or all your traditional IRA in the year preceding the change could help you avoid paying more tax on the conversion than necessary.

09/11/2024

The right life insurance solution can help you live your best life at every stage of it—whether it’s paying for your child’s education, retirement or long-term care.

Reach out to learn more.

05/19/2024

https://www.youtube.com/watch?v=vOvLFT4v4LQ

If you enjoy hearing about how to master the world of finance, I recommend you check out my conversation with Ramit Sethi, which you can find here: https://w...

04/07/2020

For a slump driven by supply chain disruptions, corporate credit scares, and a shock to consumer demand, a trend to recovery could look as simple as ABC.

04/06/2020

The U.S. economy has suffered a body blow with no modern precedent. Unemployment could top 10% in coming months, higher than its peak in the 2008-09 recession. Some see it hitting levels unseen since the Great Depression.

04/05/2020

Maintain your company culture, even if you have to do it from a distance.

04/04/2020

In crisis times like these, depression and anxiety often rise as people try to come to terms with situations that make them feel vulnerable, out of control and unprepared.