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Making the Long Term Care Decision That’s Right for You

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on March 1st, 2022

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S.

Tags:
  • Budgeting
  • General
  • Long-Term Care
  • Medicaid
  • Social Security
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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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  • Financial Planning
  • General
  • Goals
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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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  • Financial Planning
  • General
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How Habits can Impact Your Finances

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on January 21st, 2022

When people choose to eat healthier or lose weight, they know that they have to change their behaviors. That’s easier said than done, which is why weight loss programs and restrictive diets are popular. They provide a system for controlling portions, managing nutrition, and staying accountable.

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  • General
  • Goals
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Why You Need an Investment Philosophy

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on January 11th, 2022

Some believe that in a digital world where information travels at light speeds, the playing field between investors and institutions is more level. In reality, information overload can fuel more irrational behavior in investors than provide any advantage.

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  • General
  • Investing
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Social Security Facts for 2022

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on January 4th, 2022

Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But Social Security is more than retirement income. It also provides life insurance and survivor benefits.

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  • General
  • Retirement
  • Social Security
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Financial Resolutions: 7 Tips to Keep You Accountable

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on December 28th, 2021

As the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Health-related goals are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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  • General
  • Goals
  • Saving and Investing
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Unwrap a Holiday Free of Financial Stress

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

The stockings have been hung, candles lit, lights strung, and carols sung when the financial stress begins to peek behind the corners of brown paper packages tied up with string. Everything’s shiny and cozy but you can’t extinguish that tiny feeling that you went way over budget this holiday. You’re not alone; holidays are a particularly financially stressful time for many.

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  • Article
  • Budgeting
  • General
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What are the Benefits of Saving Early?

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on November 16th, 2021

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed.

Tags:
  • General
  • Retirement
  • Saving and Investing
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Top 15 Money Management Tips

Submitted by Generational Wealth Group | Eric Nichols | Michael Zurek on October 5th, 2021

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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  • Budgeting
  • General
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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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