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Nicolle Willson, J.D., CFP®, C(k)P®

Nicolle Willson, J.D., CFP®, C(k)P®

Head of Retirement Consulting at Guideline. JD, UCLA Law. Certified Financial Planner™. Certified 401(k) Professional™. Previously a financial planner with focus on retirement & estate planning.

IRA Saving for your retirement

It's a new year, but you can still contribute to last year's IRA

Nicolle Willson, J.D., CFP®, C(k)P®
Public policy Retirement wellness

Everything employers need to know about SECURE 2.0 Act

Nicolle Willson, J.D., CFP®, C(k)P®
Saving for your retirement Retirement wellness

Investing 101: Portfolios

Nicolle Willson, J.D., CFP®, C(k)P®
401(k) Retirement wellness Saving for your retirement

Is it time to rebalance my 401(k)?

Nicolle Willson, J.D., CFP®, C(k)P®
401(k)

Why should I start my 401(k) plan at the beginning of the year?

Nicolle Willson, J.D., CFP®, C(k)P®
401(k) Saving for your retirement Retirement wellness

How much should I contribute to my 401(k)?

Nicolle Willson, J.D., CFP®, C(k)P®
Public policy 401(k)

What the CalSavers expansion means for you

Nicolle Willson, J.D., CFP®, C(k)P®