Posts Tagged ‘financial planning’

Why a Guaranteed Insurance Contract Should Be Part of Your Portfolio

Investing isn’t easy in these uncertain times. The market crash of 2008 wiped out years of savings and unfortunately no one knows when the next market downturn will hit. A guaranteed insurance contract (GIC) can protect your life savings against these losses. What Are Guaranteed Insurance Contracts? They give you a way to grow your…

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The Top 4 Annuities Myths That Get People in Trouble

The only way you can decide whether annuities are right for you is by looking at the facts. Unfortunately, there are plenty of annuities myths floating around that can get in the way of making an informed decision. To help straighten everything out, we’re looking at the most common myths and why they are wrong.…

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Using Financial Planning Services Effectively

Financial planning gives you a road map to reach your most important goals. People with a financial plan are more than twice as likely to be living comfortably compared to people with the same income who don’t have a plan, according to a survey from the CFP Board. So how can you get the most…

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Your First Financial Planning Meeting

Financial planning is always a smart idea, but what many don’t think about is how to prepare for a meeting with a financial planner. Going into the meeting with a checklist of what to cover and at least a basic idea of your financial goals makes the meeting more productive and less stressful. Here are…

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IRA Rollover Rules

According to data from the Bureau of Labor Statistics, the average person will have around 11 jobs over the course of his or her life. All those jobs can lead to a lot of variety in a life and a lot of different retirement accounts. When you leave a job, you get to hold onto…

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What Is a Wealth Advisor?

You might not think of a wealth advisor is a must-have service, but as your bank account grows, an advisor can be crucial in helping you plan for the future. The key to utilizing an advisor is knowing what a wealth advisor does, and how they can be the difference between financial uncertainty and the…

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Family Financial Planning: How to Prep for the Future

Putting together a financial plan for your family can help you meet your financial goals. Family financial planning helps you set and reach goals for your own future and for the future of your children. There are many components to a successful financial plan — it’s not only about saving for college or making sure…

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Securities offered through World Equity Group, Inc., member FINRA and SIPC.

Investment Advisory Services offered through… BluePath Capital Management, LLC and Triumph Wealth Advisors

Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities, and are not owned or controlled by World Equity Group, Inc.