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Saving and Investing

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
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Why Should I Think About Retirement Planning?

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

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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  • Budgeting
  • Retirement
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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.

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  • General
  • 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
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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
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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
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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
  • Financial Planning
  • General
  • Retirement
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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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