Nic Nielsen Featured In Sammy’s Money Memories

Your 40s are busy—but also the most crucial decade for financial planning. From tax strategies to long-term care and investment benchmarks, here’s how to stay ahead instead of playing catch-up.

Michelle and Tom had a 2.75% mortgage, great incomes, and growing kids—but their house no longer fit their lives. Here’s how we helped them decide whether moving made financial and emotional sense.