Strictly Fiduciary

If you've ever stared at a 401k rollover form, received RSUs at work, wondered whether you can afford to upsize the house, or tried to figure out how to save for college AND retirement at the same time; this episode is for you.

What you need to know about buying or selling your home, and how it fits into your financial plan.

In today's episode, we discuss misconceptions about taxes when people retire and help them avoid tax surprises.

In today's episode, Ryan, Andrew, and Ethan discuss whether saving, paying down debt, or investing is the best option if you have extra cash. Listen today and reach out to us at nikulskifinancial.com with any questions you have for your personal situation.

Today we discuss things you need to know regarding the Big Beautiful Bill and contribution limits so you can prepare for tax time.

As a fee only fiduciary RIA firm, we don't sell insurance of any kind. We do however help clients everyday discover where they may be underinsured or overinsured and help them find the right solution.

In today’s episode, we explore the different types of trusts, how beneficiaries are designated, and why it’s important to start planning for what you want to happen after you're gone.

We take a comprehensive approach to your tax strategy, considering your entire lifetime of tax payments rather than focusing only on the current year. Our tax planning process evaluates your income now, later in life, and throughout retirement to create a strategy that truly works for you.

Today we discuss the tools we use and different investment strategies to match client's goals and risk tolerance with the correct investments. To learn more, visit https://nikulskifinancial.com/investment-management/

In this episode, we break down the six core areas of financial planning and guide our clients through each area to help them achieve their goals.

What exactly is a fiduciary and why does it matter when choosing your financial advisor? In this episode of  Strictly Fiduciary , Brian, Andrew, Ryan, and Ethan break down the key differences between fiduciary advisors and other types of financial professionals. Whether you're just getting started with financial planning or reevaluating your current advisor, this episode gives you the clarity you...

In this premiere episode of  Strictly Fiduciary , the four hosts come together to introduce themselves, share their professional backgrounds, and outline their credentials as they set the stage for the insightful conversations to come.