Nicklas Financial | Every Move Matters

Nicklas Blog

"The most powerful weapon in chess is to have the next move."

-David Bronstein, chess grandmaster and tactical genius.

Triangle If You are Not Taking Your Retirement Plan Out to Bid Right now, You Should.

Published on: April 27, 2018 by Brandon Nicklas | Business Services Financial Blog

We have been taking our clients plans to live bid on a 36 month cycle for the last 12 years, it’s actually a part of our service plan.  The results of those bid proposals, in

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Triangle Perception vs. Reality

Published on: July 6, 2017 by Brandon Nicklas | Financial Blog

The popular phrase “perception is reality” is often used to express the idea that how things really are is based on a person’s perspective. While this may be true in certain areas of life, this

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Triangle The “Show Me” Mantra

Published on: January 18, 2017 by Brandon Nicklas | Financial Blog

There is a lot to love living in Missouri. If you take just a little time to research the history and geography or our state you will find it is a very unique and special

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Triangle Ringing in the New Year!

Published on: January 22, 2016 by Brandon Nicklas | Financial Blog

Ringing in the New Year should bring with it the optimism of being part of a better future.  Whether you are planning for a better future with your health or with your finances we recommend

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Triangle Wishing you and your family a Happy Holidays!

Published on: December 21, 2015 by Brandon Nicklas | Financial Blog

The holiday season can be a trying time because all things in relationship and life are not as we desire them to be. We offer this perspective in thinking of the upcoming holiday season: Change is

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Triangle Two quick practices to get and keep employees saving

Published on: September 11, 2015 by Brandon Nicklas | Financial Blog

A good plan sponsor should be focused on designing and implementing a retirement plan that creates successful outcomes for employee participants. Part of that design includes features that help participants save more, remove barriers to

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Triangle What’s Your Ratio?

Published on: August 10, 2015 by Brandon Nicklas | Financial Blog

Just kidding. I’m not retiring. I can’t afford it. But thanks for the cake with my name on it. Have you ever reflected on your years in high school math? Take a moment and think

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Triangle How Creating The Best Plan Benefits More Than Just Your Employees Financial Security

Published on: July 31, 2015 by Brandon Nicklas | Financial Blog

Recently, my 10 year old son finished a very successful spring season of competitive baseball. The team did well; it had a winning record, two tournament championships and a World Series event. During the season,

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Triangle Why Do You Have a Plan?

Published on: April 27, 2015 by Brandon Nicklas | Financial Blog

The question we most often ask business owners or plan sponsors is “why do you have a plan?” Charlie Epstein, author of Paychecks for Life — How to Turn Your 401(k) into a Paycheck Manufacturing

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Triangle Nose Goes and Fiduciary Liability

Published on: December 17, 2014 by Ken Nicklas | Financial Blog

Have you ever had two very dissimilar things come to mind simultaneously? And while pondering both, did you realize there really is a thread that connects the two? I drew a connection between two seemingly

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Triangle Fiduciary 101: You Might Be a Fiduciary

Published on: December 2, 2014 by Ken Nicklas | Financial Blog

In our last blog post, we talked about the definition of a fiduciary and what that means in the financial services realm. As a reminder, you are a fiduciary if you exercise discretionary control over

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Triangle An Introduction to Fiduciary 101—What is a Fiduciary?

Published on: October 29, 2014 by Kenny Nicklas | Financial Blog

  Recently I conducted an informal and unscientific poll about the word “fiduciary.” I asked several people, “What is the definition of fiduciary?” The answers were very revealing. Overall, the general population (of informally and

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Triangle Welcome to the new Nicklas Financial!

Published on: September 10, 2014 by Kenneth Nicklas | Financial Blog

Hi All, Welcome to the new Nicklas Financial blog — your resource for an inside look at Nicklas Financial and all the latest on trending topics in the financial services industry. I wanted to take

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Triangle Top 10 Reasons You Should Join the Nicklas Team:

Published on: December 11, 2013 by John Anderson | Financial Blog

Top 10 Reasons You Should Join the Nicklas Team: 10. You’re top-notch – which is our favorite notch. We’d get along great. 9. Access to services from one of the nation’s largest independent broker/dealers. 8.

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