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Financial Planning

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? 

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  • College
  • Financial Planning
  • General
  • Retirement
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Don’t Like Where You are Financially? Change Your Behavior

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on February 15th, 2022

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.

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Why Financial Professionals Are Still Important

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on January 25th, 2022

With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional.

Robo-advisors have been able to do something that traditional financial professionals have not: allow those with limited resources to begin creating a portfolio of investments.

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Small Business Owner Retirement: Dealing with an Unexpected Exit

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on October 14th, 2021

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working.

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  • Financial Planning
  • Retirement
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Retirement Calculator: Are You On Track to Reach Your Goals?

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on September 29th, 2021

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years. 

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  • Retirement
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The Basics of Keeping a Balanced Investment Portfolio

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on September 20th, 2021

Whether you’re brand new to investing or you have an established portfolio, balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like? And how do you keep your portfolio consistently balanced? Here are the dos and don’ts of balancing your portfolio and some helpful tips to potentially increase your returns. 

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  • Financial Planning
  • Saving and Investing
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Retirement as a Single Woman

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on September 14th, 2021

If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like.

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  • Retirement
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Pre-Retirement Preparedness: Planning for Your Career Exit

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on September 7th, 2021

This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career. Here’s what you should be doing to prepare. 

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  • Financial Planning
  • Retirement
  • Saving and Investing
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More than Finances: The Benefits of Holistic Advice from Financial Professionals

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on August 27th, 2021

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.

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  • Financial Planning
  • General
  • Retirement
  • Saving and Investing
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Money Management 101: Tips for Your Kids Entering the Workforce

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on August 17th, 2021

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.

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  • Budgeting
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