Nicholas Wealth Management

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What Are the Top 5 Goals for Planning Retirement?

June 6, 2017 |

Retirement is often referred to as “the golden years,” and with good reason. After a long, dedicated career, now’s the time to finally catch up on all your lifelong goals. So just what are American workers planning on doing when they get there? To help you with planning retirement, we’ve taken a look at the…

How to Save for Retirement in Your 20s

May 29, 2017 |

If you’re in your 20s, is it too early to start saving for retirement? The answer is a resounding “no.” Retirement might be decades away, but the sooner you start planning and saving for it, the better off you’ll be. Think of it this way: If you start saving $4,682 per year at age 25, and…

5 Great Books for Retirement Planning

May 22, 2017 |

A wealth of information is available to retirement planners of all ages. Whether you’re quickly approaching retirement or have just started your career, you can learn more about your retirement options by speaking with a wealth manager and by reading books. Over the years, there have been many informative and engaging books published on the topic of…

Using Financial Planning Services Effectively

May 10, 2017 |

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…

Your First Financial Planning Meeting

April 26, 2017 |

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…

IRA Rollover Rules

April 15, 2017 |

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…

What Is a Wealth Advisor?

March 23, 2017 |

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…

How a Fixed Annuity Can Help You

February 8, 2017 |

  As you approach retirement age, you are more likely to look for asset protection and minimal risk than you are for aggressive investments that can potentially give you a high rate of return. Unfortunately, traditional “safe” savings and investment options, such as FDIC-insured certificates of deposit (CDs) and government bonds, don’t always have a…

Five Mistakes People Make with Retirement Savings

January 26, 2017 |

Saving for retirement can seem overwhelming, but planning can prepare you for your future in the present. Here are five common mistakes to avoid when saving for retirement: 1. Saving too late It’s never too early to save for retirement, but it can be too late. People in their 20s and 30s see retirement as…

Family Financial Planning: How to Prep for the Future

January 19, 2017 |

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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