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Articles

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General Articles

  • How to Create Order out of Chaos with Your Financial Records
  • Planning a Family - What to Save for Right Now Are Advisory Fee Tax Deductible?
  • Should You have a Living Trust?
  • Finance Lessons for Your Teen
  • Is a Fixed Annuity Right for You?

Retirement Articles

  • Why You Should Prioritize Retirement Savings over College Savings
  • Longevity Risk: The Biggest Real Retirement Risk You Haven’t Covered
  • Planning for the New Normal Retirement
  • Retirement Income Planning Requires Realistic Spending Assumptions

Saving and Investing Articles

  • How Confirmation Bias Could be Hurting Your Investment Performance
  • For Long-Term Investors Fees Really Do Matter
  • How to Increase Your Returns with Tax-Savvy Investing
  • The Keys to Building Wealth
  • Managing Investment Risks
  • Saving Versus Paying Off Debt
  • The Importance of an Investment Philosophy
  • Determining Your Risk Tolerance
  • Understanding Your True Risk Tolerance is Vital to Portfolio Performance

Insurance Articles

  • Biggest Life Insurance Mistakes
  • Which Life Insurance Option is Right for You?
  • Whole Life Insurance as a Tax Diversification Strategy

Contact Us

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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA/SIPC. Nichols Financial, Inc. and United Planners are independent companies. Generational Wealth Group and and United Planners are independent companies.

Eric Nichols is registered to conduct securities business in Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Iowa (IA), Kansas (KS), Maryland (MD), Massachusetts (MA), Michigan (MI), Missouri (MO), North Carolina (NC), Ohio (OH), South Carolina (SC), Texas (TX), Vermont (VT), Virginia (VA), and West Virginia (WV). This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Michigan (MI) and Ohio (OH).

Michael T. Zurek is registered to conduct securities business in Michigan (MI) and Ohio (OH). This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Florida (FL), Michigan (MI), Ohio (OH), and Wisconsin (WI).

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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