Nicole Azaán, 1847Financial

04/07/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

Panic is not a plan. Let's meet to review your portfolio, prepare a plan and protect your future. Reserve a time this week with my calendar now.

03/23/2026

A newly introduced tax deduction aimed at older Americans could reduce taxable income for millions of households.

Under the proposal, individuals age 65 and older could claim an additional $6,000 deduction on their federal taxes. Lawmakers say the measure is designed to provide relief for retirees facing rising living costs.

If enacted, the deduction could apply to both single filers and married couples who meet income requirements. Supporters argue that the change may help offset later-in-life expenses for housing, healthcare, and everyday costs.

Because the proposal is still moving through the legislative process, details, which include eligibility thresholds and how the deduction would be phased in, could still change.

Tax rules can be complex, so it may be helpful to review any updates with a qualified tax professional. I’m always happy to connect for an annual review at calendly.com/na-1847.


Source:

A new tax deduction for senior citizens is kicking in this tax season, potentially providing bigger refunds to millions, the AARP says.

03/16/2026

When retirement is still 40 years away, it’s easy to think there’s
plenty of time. But this stage of life is often when the most impactful
decisions are made.

Retirement planning isn’t one-size-fits-all, but these action steps can
help create a strong foundation in your early planning years.

If you’d like to understand what makes sense at your stage, and what steps to focus on 30, 20, or 10 years out, I’m here to help. Want a quick breakdown for your age or stage? Message me and I’ll share it.

03/16/2026

With 30 years to go until retirement, life is often fuller and more
complex. Careers are advancing, families are growing, and financial
priorities change.

Retirement planning evolves over time, and these action steps can
help you balance today’s responsibilities with tomorrow’s goals.

If you’d like help understanding what to focus on 30 years out, or even 20 or 10, I’m here to help. Drop a comment below and I’ll share the
next steps for your timeline.

03/14/2026

An increasing number of retirees are leaning heavily on Social Security as their main source of income, according to new data from AARP.

In fact, nearly one in four Americans aged 50 and older say they expect Social Security to be their primary or sole income stream in retirement.

The reasons vary—rising costs of living, limited personal savings, and the shift away from employer pensions all play a role. But the trend underscores how essential Social Security remains, especially for households without significant retirement assets.


Source:

More than three-quarters of Americans fear Social Security won't provide enough to live on when they retire, AARP study finds.

03/14/2026

Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-all answer, but there are some factors to consider:

📌 The earnings test
📌 Family history and personal health

03/14/2026

Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-all answer, but there are more factors to consider:

📌 Full retirement age
📌Benefit changes

03/14/2026

Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-all answer, but there are more factors to consider:

This guide walks through the basics to help you start thinking about your options.

03/14/2026

Deciding when to claim Social Security is one of the biggest retirement choices you’ll face. There’s no one-size-fits-all answer, but there are some factors to consider:

Follow this guide series posts that walks through the basics to help you start thinking about your options.

03/14/2026

Celebrating

03/08/2026

International Women's Day is more than a moment — it's a call to action.
When women have access to opportunity, mentorship, and leadership roles, the impact reaches every corner of our workplaces and communities. Progress isn't built by one person or one day. It's built together.

On March 8, we celebrate the women leading the way — and recommit to creating space for even more voices to be heard.