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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

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

Doing Some Tax Planning Now Can Pay Off Later in Retirement

Erik Mickelson

Jun 24, 20243 min read

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

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

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

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

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

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

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

Contact Us

Mickelson Wealth Management
2518 Bridgeport Way W

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

No problem! We regularly work with clients throughout the country via Zoom.