2026 Important Financial Figures Above are important figures you need to know for 2026! Please reach out to our office if you have any questions. More Information Sign Up for Nick’s Newsletter Everyone is Welcome Nick’s Goal for Financial Happiness Nick’s Definition of Financial Happiness Nick’s Personal Version of Financial Happiness
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What You Need to Know About Estate Planning to Protect Your Loved Ones Estate Planning Clarity Checklist Educational Purposes ONLY: A Guide to Protecting Your Family, Your Values, and Your Legacy This checklist isn’t just about documents.It’s about peace of mind, clarity, and making sure your money continues to do good—long after you’re gone. Take
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Breaking Down Medicare with Jason Malham from The Malham Agency Join us in the conversation about Medicare, what it is, how it works, and what you need to know to make the most of your benefits. We’ll break down the essentials, answer common questions, and share practical tips to help you feel confident and prepared.
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Former pro hoops standout helping folks score a life rich in more than finances For more information, contact: Rick Mauch, 817-456-6310, original_6@msn.com Junell Mauch, 817-629-2521, Junell.mauch46@gmail.com First book has climbed to top of bestseller lists FORT WORTH – Dr. Nick Michels’ specialty in basketball was his uncanny ability to score from anywhere on the court.
The Seesaw, The Smile, and the Secret Power of Giving “To the world you may be one person, but to one person you may be the world.” – Dr. Seuss The other night, Chelsea and I found ourselves out on one of our signature date nights—one of those evenings where life feels light, laughter
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Are You Really as Strong as You Think You Are? (A Guy Weekend, a Wrestling Match, and a Wake-Up Call) The house was quiet. Too quiet. Chelsea and the rest of the crew were away, and that meant only one thing: guys weekend. Just me and my four-year-old little warrior, Brooks. I looked him square in
Michels Family Financial Second-Opinion Service Exclusively for friends, family and associates of our valued clients In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth
The Elite Wealth Management Report Navigate the Complexities of Tax-Loss Harvesting Tax-loss harvesting is a strategy used by many investors and their advisors as a way to reduce the amount of taxes owed. Despite tax-loss harvesting being a well-established tool, it remains controversial in some respects. For example, research continues and debate is ongoing as
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