We have had a fantastic start to the 2025 baseball season. We love getting to spend time with our clients, especially when it involves the Atlanta Braves and Cracker Jacks! ⚾️🏟️

Big jobs report coming tomorrow: the unemployment rate update could shape investor sentiment and future policy moves. ➡️ Have questions about what it could mean for your portfolio? Contact Nicholas Wealth today!

Please join us in wishing Client Service Advisor, Ian Sears, a very happy birthday! Ian's hard work and positive spirit bring a smile to everyone around him. Happy birthday Ian! We hope you have a fantastic day. 🎉

Today marks two years with Nicholas Wealth for Ashlin Smith, Marketing Team Lead and Coordinator. Ashlin's commitment to our core values and purpose is evident in all that she does, and we are so thankful for her consistent hard work. Congratulations, Ashlin! 🎉

Long-term care insurance can be one of the biggest expenses in retirement, but there are ways to make it more affordable. Medicaid, Medicare, and VA benefits can help—but there’s a catch! Before these benefits kick in, the government requires you to deplete your other assets.

The One Big Beautiful Bill promises to deliver historic tax cuts that will benefit American businesses and workers alike. David shared on @varneyco that it's perplexing that some senators want a whole new bill, creating unnecessary delays. The Senate must prioritize economic

As Israel steps up its attacks on Iran, all eyes should be on the Strait of Hormuz. Its stability is vital for global oil prices. Any disruption could send shockwaves through markets. David joined Varney & Co. to discuss how this conflict could potentially affect the global economy.

Thinking about delaying Social Security? You could see a 30–40% difference in your payments—but more isn’t always better. Delaying your benefits doesn’t always mean you’re maximizing them. In fact, Social Security is taxed differently and can impact your overall retirement plan

Today marks 5 years with Nicholas Wealth Management for Director of Operations, Cyndi Panian! Cyndi works tirelessly every day to serve our clients and lead our team. She wears many hats in her role and uplifts and supports those around her on a daily basis. Congratulations,

The retirement landscape constantly evolves, begging the question: Are you and your loved ones truly prepared for what's ahead? This Sunday, tune in to RetireReady with David Nicholas on CBS at 11:30 AM. David and Aaron Jones, CPA, will walk you through a potentially valuable

Please join us wishing a very happy birthday to our favorite birthday twins, Cyndi Panian and Amanda Serafino! We hope you both have the best day and are so grateful for you. Happy birthday! 🎉

President Donald J. Trump is spot on regarding Jerome Powell. Historically, the Fed funds rate should hover around 1% above inflation; today, it's 2% higher. This disconnect stifles growth. We need strategic rate cuts sooner rather than later!

Happy Independence Day! Today we reflect with gratitude on the privilege to live in a free country and the men and women who sacrificed to make our freedom possible. 🇺🇸 In observance of the holiday, our offices will be closed today, Friday, July 4th. We will resume normal

You wouldn’t build a house without a blueprint, and your retirement deserves the same thoughtful planning. This week, David breaks down the three stages of retirement and how to build a rock-solid retirement plan that lasts. Plan with purpose. Retire with confidence.

Please join us in wishing our Client Service Coordinator and Team Lead, Patty Curtis, a very happy birthday! Patty is a joy to be around and brightens every room that she is in. We are so thankful for her leadership and kind heart. Happy birthday, Patty! 🎉

Markets have rallied strongly since April, signaling optimism about trade deals getting finalized. But be cautious—some investors might "sell the news" and take profits once deals are done. David joined David Asman on Fox Business to discuss why the long-term market outlook is

The Nicholas Wealth team is getting in the holiday spirit early this year! Schedule a mid-year review with our client service team to take care of your end of year to-do list so you can focus on what matters this Christmas. 🎄

Is your retirement portfolio prepared for longevity? Are you prepared to spend more time in retirement than you did saving for it? With people living longer, it's critical to have a plan that ensures your money lasts—possibly into your 90s or even age 100. This week on Retire