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Retirement Questions That Have Nothing to Do With Money
Provided by Nicholas Wealth Management June 2nd, 2021 Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as…
Read MoreThe New Inherited I.R.A. Rules
Provided by Nicholas Wealth Management June 2nd, 2021 Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change:…
Read MoreWhat Forces Are Driving the Housing Market?
Provided by Nicholas Wealth Management June 2nd, 2021 Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no…
Read MoreThe Whims of Wall Street
Provided by Nicholas Wealth Management June 2nd, 2021 What to know about shifting market attention, and investor burnout. It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months…
Read MoreInvesting During Periods of Inflation
Provided by Nicholas Wealth Management June 2nd, 2021 What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s…
Read MoreBaseball’s $300 Million Players
Provided by Nicholas Wealth Management May 24, 2021 Even ballplayers prepare for the future. The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players…
Read MoreBuffett and Powell Talk Inflation
Provided by Nicholas Wealth Management May 24, 2021 The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett.…
Read MoreEconomic Predictions: What Lies Ahead?
Provided by Nicholas Wealth Management March 2, 2021 Here’s what the financial forecast may have in store. It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in price on the…
Read MoreTax Efficiency in Retirement
Provided by Nicholas Wealth Management March 2, 2021 What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life,…
Read MoreWill Updated I.R.S. Tables Create an Opportunity for Retirees?
Provided by Nicholas Wealth March 2, 2021 Life expectancy table updated for the first time since 2002. If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the Internal Revenue Service plans to update the life…
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