Author Archives: Ashley Hawse
Ringing in the New Year!
Ringing in the New Year should bring with it the optimism of being part of a better future. Whether you are pursuing a better future with your health or with your finances we recommend addressing
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Two quick practices to get and keep employees saving
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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What’s Your Ratio?
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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How Creating The Best Plan Benefits More Than Just Your Employees Financial Security
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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Why Do You Have a Plan?
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
Fiduciary 101: You Might Be a Fiduciary
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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Welcome to the new Nicklas Financial!
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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Top 10 Reasons You Should Join the Nicklas Team:
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 the nation’s largest independent broker/dealer. 8. Local attention
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