Nicholas Wealth Management

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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…

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…

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.…

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…

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…

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…

Five Questions to Ask a Financial Advisor

January 12, 2017 |

  When in the market for a financial advisor, one size does not fit all. It’s important to remember that every person has different, specific financial needs and goals, making…

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