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Year-End Charitable Gifting and You
Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right...
Erik Mickelson
Nov 21, 20243 min read
What Can You Buy With 529 Plan Distributions?
What Can You Buy With 529 Plan Distributions?
Erik Mickelson
Sep 11, 20243 min read
Retiring Wild: Embrace Nature in America's National Parks
When you step into retirement, one way to savor your newfound freedom is by immersing yourself in the wonders of America's national parks.
Erik Mickelson
Aug 17, 20242 min read
Tax Strategies to Maximize Your Retirement Income
Doing Some Tax Planning Now Can Pay Off Later in Retirement
Erik Mickelson
Jun 24, 20243 min read
A Living Trust Primer
A living trust is created while you are alive and funded with the assets you choose to transfer into it.
Erik Mickelson
May 27, 20242 min read
How to Create a Personal Finance Calendar
Write down the major financial events you anticipate in the next few years. That will help guide a discussion ...
Erik Mickelson
Apr 22, 20244 min read
A Taxing Story: Capital Gains and Losses
Here's a quick primer on capital gains. They occur when an individual sells an investment for an amount greater than their purchase...
Erik Mickelson
Mar 6, 20242 min read
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision...
Erik Mickelson
Feb 5, 20243 min read
Four Really Good Reasons to Invest
Four Really Good Reasons to Invest
Erik Mickelson
Dec 31, 20232 min read
Retirement Seen Through Your Eyes
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan...
Erik Mickelson
Nov 29, 20232 min read
Why Are Investors So Fearful?
If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful."...
Erik Mickelson
Oct 25, 20231 min read
The Importance Of Selecting A Retirement Plan Beneficiary
Do you have a retirement plan? You probably do. In fact, you may even have more than one.1 While retirement plans are commonplace, many...
Erik Mickelson
Oct 18, 20233 min read
Retirement Tax Planning: Will you pay higher taxes in retirement?
It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if...
Erik Mickelson
Oct 11, 20233 min read
Retirement Planning: Orchestrating Your Retirement Accounts
An orchestra is a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the...
Erik Mickelson
Oct 6, 20233 min read
Don't Watch The Markets Too Closely - Investment Management
One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.” What he’s suggesting is that stock...
Erik Mickelson
Oct 2, 20231 min read
FDIC Insurance, SVB & Signature Bank - Investment Management
When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds....
Erik Mickelson
Oct 2, 20231 min read
FIRE Retirement Planning
If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE...
Erik Mickelson
Oct 2, 20233 min read
Retirement Planning: 4 Easy steps to simplify your retirement finances
Streamlining your financial life during retirement can reduce stress and free up more time to focus on what truly matters, whether it's...
Erik Mickelson
Sep 24, 20231 min read
Navigating Retirement Planning Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some...
Erik Mickelson
Sep 24, 20232 min read
Retirement planning: "Unretiring" to stay in the game
Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time...
Erik Mickelson
Aug 17, 20232 min read
Contact Us
Mickelson Wealth Management
2518 Bridgeport Way W
University Place, WA 98466
Phone: (253) 565-6768
(hours by appointment only)
Live outside of Seattle/Tacoma?
No problem! We regularly work with clients throughout the country via Zoom.
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