October 13, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® recaps the latest on tax proposals, how they could change your taxes and savings strategies, and what actions you should consider before the end of the year. As you have probably...
September 08, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® covers part two of how to prepare for retirement, this time from an emotional and psychological point of view. Retirement is one of the biggest life events you will probably ever...
August 25, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® covers a very important question for those a year or two away from retirement, "What issues do I need to consider before retiring?" As retirement is something many dream about...
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April 09, 2020