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  3. April 2022

April 2022

How Do I Know if a Financial Professional is the Right Fit?

Submitted by Eric Nichols, ChFC, AIF® | Empowering Your Financial Future on April 26th, 2022

How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help you pursue your financial goals can be tough. It pays to shop around to find the right professional for you and your family. Here are some tips to see if a financial professional is a good fit.

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  • General
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Leave your Legacy through Planned Giving

Submitted by Eric Nichols, ChFC, AIF® | Empowering Your Financial Future on April 19th, 2022

There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And unlike the Ancient Egyptians believed, you cannot take your worldly goods with you when your light goes out. You can share your stories wisdom in a manifesto or through funny tales to your family, but what about the money?

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  • General
  • Philanthropy
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The New Normal Retirement

Submitted by Eric Nichols, ChFC, AIF® | Empowering Your Financial Future on April 12th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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  • Goals
  • Long-Term Care
  • Retirement
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Thinking of Filing for a Tax Extension? Here's What You Should Know

Submitted by Eric Nichols, ChFC, AIF® | Empowering Your Financial Future on April 5th, 2022

Unlike the summer family reunion and work meetings, you can always count on a few specific dates every year. Days like birthdays, holidays, anniversaries, and Tax Day. But even if April 18th is hardwired into your brain and calendar, sometimes it makes more sense to file for an extension instead of the tax deadline.

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  • General
  • Taxes
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