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Financial Planning

Living the Dream: How to Plan for Your Ideal Retirement

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on June 2nd, 2021

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.

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  • General
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Medicare in 2021: Here’s What You Need to Know

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on May 10th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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  • Medicare
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Financial Management for Couples: When a Spender and a Saver Fall in Love

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

Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children, relationships can be filled with tricky financial situations. Even trickier is if you and your partner have different views on financial matters—one of you is a spender and one is a saver.

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Selling Your Home After Retirement: The Benefits of Downsizing

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on April 21st, 2021

If you’re nearing retirement age, you’re probably thinking about what life will look like once you’ve stopped working full time. There are many benefits to retiring—like more time to spend on your hobbies and with people you love—but there’s also the uncertainty of living on a fixed income.

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Should You Retire at the Same Time As Your Spouse?

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on January 12th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

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  • Retirement
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What College Students Need to Know About Money

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on October 1st, 2020

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living.

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  • College Planning
  • Financial Planning
  • General
  • Retirement
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5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on September 25th, 2020

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And unfortunately, just as federal emergency benefits are starting to run out, signs of a second wave of the virus are looming—and some may even say it’s already here. 

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Preparing for an Early or Unexpected Retirement

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on September 11th, 2020

More Americans are retiring earlier than you might think

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  • Retirement
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4 Education Investment Accounts to Grow College Savings

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on August 25th, 2020

Are you anxious about rising higher education costs?

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  • College Planning
  • Financial Planning
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Should My Child Go Back to College This Fall?

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on August 14th, 2020

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the fall. 

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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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