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Could Custodial IRAs Help Young Adults Buy Homes?
Presented by Nicholas Wealth Management September 20th, 2021 Â Some parents and grandparents have that possibility in mind. Absolutely. Is that their only purpose? Not necessarily. This would obviously be a tall order for an adult, given current home values, yearly IRA contribution limits, and the priority of amassing retirement savings. How about for a…
Read MoreDon’t Forget About These Big Retirement Expenses
The rule of thumb says you’ll need about 80% of your pre-retirement income in retirement, but everyone is different. Many retirees want to upgrade their lifestyle in retirement or maintain their current lifestyle. In fact, a recent study shows that about one in three retirees actually spent more than they expected they would when they…
Read MoreRecovering from COVID
Provided by Nicholas Wealth Management June 7, 2021 With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery. In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the provision of 295 million vaccinations; 51% of Americans…
Read MoreAnnual Financial To-Do List
Provided by David Nicholas November 23, 2020 Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building…
Read MoreEnd-of-the-Year Money Moves
Provided by David Nicholas November 18, 2020 Here are some things you might consider before saying goodbye to 2020. For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. Did you start…
Read MoreElection 2020: Biden’s Policy Initiatives
Potential proposals and their legislative requirements. Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals. The key…
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