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May 2022

Should You Prioritize Retirement Savings over College Savings?

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on May 31st, 2022

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

Tags:
  • College
  • Financial Planning
  • General
  • Retirement
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Repaying Student Loan Debt - 4 Tips to Get Started

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on May 13th, 2022

Walking across the stage and receiving your college degree can be the first step toward adulthood. Gone is the structure of education, replaced by the uncertainty of finding your first professional career.

But one thing that is often certain after graduation is student loan debt.

Tags:
  • Budgeting
  • General
  • Student Loans
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Talking to your Aging Parents about Finances

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on May 2nd, 2022

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents' age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening.

Tags:
  • Budgeting
  • Estate Planning
  • Long-Term Care
  • Medicaid
  • Medicare
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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.

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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.

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