Hicks & Mann Wealth Management

10/15/2026

🚨 FRIENDLY REMINDER: Today is the ABSOLUTE LAST DAY to file your taxes if you filed an extension back in April!

Remember when you said, "I’ve got six whole months, I'll definitely do it later"?

Well, "later" is officially here. It’s today. No more extensions. No more excuses.

Time to pull out that shoebox of receipts, open those spreadsheets, and get it submitted before midnight! You can do it!

10/15/2026

🚨 BREAKING NEWS 🚨

Social Security announced the new COLA numbers!

We did the official math: this adjustment officially covers a half-carton of eggs, a single stick of butter, AND 3 extra seconds of staring at the specialty dragon fruit in the produce aisle. Spend wisely!

https://www.ssa.gov/news/en/cola/

10/14/2026

Now that’s what we call "making some dough!"

Huge thanks to our amazing clients for dropping off these custom, money-themed treats from the Wyoming Pastry Shop. We didn't expect to be handling this much "cash" today, but we are definitely not complaining!

Clients like ours are truly the best!

09/15/2026

What is it really like to work with us?

In this client testimonial, hear directly from one of our clients about their experience working with our team, the trust they’ve built, and why they feel confident having us by their side.

From personalized financial guidance to ongoing support and communication, we are committed to making the wealth management experience feel clear, personal, and focused on what matters most to each client.

At Hicks & Mann, we help individuals, families, and business owners navigate important financial decisions through:

• Retirement planning
• Investment management
• Tax planning & tax preparation
• Estate planning
• Holistic financial guidance

But our relationship with clients goes beyond numbers and financial plans. It’s about listening, building trust, and helping clients feel confident about their financial future.

If you’re considering working with Hicks & Mann, hear directly from someone who has experienced what it’s like to have their team in your corner.

What is it really like to work with Hicks & Mann Wealth Management?...

09/10/2026

Missing an RMD deadline can come with a costly penalty.
But the bigger question is: how can you reduce the amount the IRS gets in the first place?

Forward looking tax strategies, including Roth conversions, can help shrink your tax deferred retirement bucket before RMDs begin. The goal is simple: keep more of what you’ve worked so hard to build.

Check out the full length YouTube video in the comments below to learn more.

09/02/2026

RMDs can apply to more retirement accounts than you might think.

Traditional IRAs, 401(k)s, 403(b)s, 457 plans, SEP IRAs, SIMPLE IRAs, and more can all be subject to required withdrawals.
Understanding where your RMD comes from and what happens to the money after taxes can play an important role in your overall retirement strategy.

Check out the full length YouTube video in the comments below to learn more.

08/26/2026

How is your Required Minimum Distribution (RMD) calculated?

Once you reach your RMD age, the IRS uses your previous year-end account balance and a life expectancy factor to determine how much you’re required to withdraw.

And if you’re planning for retirement, it’s important to understand not just how your RMD is calculated, but how those withdrawals could impact your lifetime tax bill and your beneficiaries.

Check out the full-length YouTube video in the comments below to learn more.

08/21/2026

Your 401(k) and IRA helped you save for retirement while deferring taxes. But eventually, the IRS wants its share.

That’s where Required Minimum Distributions (RMDs) come in.

Want to understand why RMDs exist and how they can impact your retirement strategy? Check out the full-length YouTube video. The link is in the comments below.

08/20/2026

Surprise Tax Bill in Retirement: How RMDs Can Ruin Your Retirement Strategy

In this video we break down RMDs, or Required Minimum Distributions...

08/10/2026

A balanced retirement isn’t just about how much you save. It’s about where you save it.

If too much of your retirement is sitting in tax-deferred accounts, you could be giving the IRS a much bigger say in your future lifestyle than necessary.

That’s why it’s important to look at your retirement strategy through a lifetime tax lens, not just an investment lens.

Check out the full-length video in the comments to learn more about tax diversification and the three retirement buckets.