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Erik Mickelson

Nov 21, 20243 min read

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...

What Can You Buy With 529 Plan Distributions?

Erik Mickelson

Sep 11, 20243 min read

What Can You Buy With 529 Plan Distributions?

Retiring Wild: Embrace Nature in America's National Parks

Erik Mickelson

Aug 17, 20242 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.

Tax Strategies to Maximize Your Retirement Income

Erik Mickelson

Jun 24, 20243 min read

Tax Strategies to Maximize Your Retirement Income

Doing Some Tax Planning Now Can Pay Off Later in Retirement

Erik Mickelson

May 27, 20242 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.

How to Create a Personal Finance Calendar

Erik Mickelson

Apr 22, 20244 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 ...

A Taxing Story: Capital Gains and Losses

Erik Mickelson

Mar 6, 20242 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

Feb 5, 20243 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

Dec 31, 20232 min read

Four Really Good Reasons to Invest

Erik Mickelson

Nov 29, 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

Oct 25, 20231 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."...

The Importance Of Selecting A Retirement Plan Beneficiary

Erik Mickelson

Oct 18, 20233 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...

Retirement Tax Planning: Will you pay higher taxes in retirement?

Erik Mickelson

Oct 11, 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...

Retirement Planning: Orchestrating Your Retirement Accounts

Erik Mickelson

Oct 6, 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...

Don't Watch The Markets Too Closely - Investment Management

Erik Mickelson

Oct 2, 20231 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...

FDIC Insurance, SVB & Signature Bank - Investment Management

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, 20233 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...

Retirement Planning: 4 Easy steps to simplify your retirement finances

Erik Mickelson

Sep 24, 20231 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, 20232 min read

Navigating Retirement Planning Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some...

Retirement planning: "Unretiring" to stay in the game

Erik Mickelson

Aug 17, 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...

Contact Us

Mickelson Wealth Management
2518 Bridgeport Way W

University Place, WA 98466
Phone: (253) 565-6768
(hours by appointment only)

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