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Index to Estate Planning Content

Estate planning is a term that is used to refer to an individual, couple, entity, families entire estate value, including all their assets regardless of the asset type. Included below you will find a number of Estate Planning items and ideas. This information was created to harbor an environment of proactive action with concepts for prudent folks to ponder. "Food for thought" so to speak.

Mortgage Acceleration Plans

02/15/2024 by

Most homeowners have the misconception that the wisest method to accelerate the pay-off of their home is to simply pay extra principal payments on their mortgages. Other homeowners are lured into thinking that bi-weekly mortgage payment plans are the answer. Still other homeowners utilize a 15-year mortgage rather than a 30-year mortgage. In actuality, none of these methods usually prove to be the wisest method to accomplish a “free and clear” home.

You can accumulate sufficient cash in a conservative tax-deferred mortgage acceleration plan to pay off a home just as soon or sooner than utilizing the methods described above. In addition, you will have the following advantages:

Filed Under: Clarity Coaching Tagged With: ,

Do’s and Don’ts of Estate Planning

05/11/2017 by
It's Your Money
It's Your Money
Do’s and Don’ts of Estate Planning
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Debra Seaward talks about real life scenarios of unexpected planning issues relating to Estate Planning and ideas on how to make sure that you have the proper basic documents in […]

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The Truths of Investing

08/19/2016 by
It's Your Money
It's Your Money
The Truths of Investing
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On this week’s “It’s Your Money” podcast, Paul Nichols pulls back the curtain on the truths of investing. When it comes to investing, not everything you have been taught is […]

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Market Update: July 2015

07/24/2015 by
It's Your Money
It's Your Money
Market Update: July 2015
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This week, Paul Nichols, the president of Financial Abundance, a registered investment advisor, does his routine market update. Paul decided to chat a little bit about some current news as […]

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LTC Plan Design: Half a Loaf is Better Than None

06/10/2015 by

State College, PA – Many years ago one of my mentors was famous for saying, “Half a loaf is better than none”. Maybe you’ve heard this old saying. It implies […]

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Long-Term Care Planning: Logic or Emotional Paradigm?

04/09/2015 by

Lewisburg, PA – When we get right down to the nitty-gritty of planning for this particular issue we consistently find it is the toughest question to answer, should one have […]

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Bond Buyback Program by the Fed and Obamacare With Long Term Care Planning

03/22/2013 by
It's Your Money
It's Your Money
Bond Buyback Program by the Fed and Obamacare With Long Term Care Planning
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This week, from the State College studio, Paul Nichols, the investor coach, once again pulls back the curtain on some recent news and provides another market update. He discusses the […]

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Congressional Budget Office’s Forcast and How It Relates to Your Income Plan

02/07/2013 by
It's Your Money
It's Your Money
Congressional Budget Office's Forcast and How It Relates to Your Income Plan
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This week on “It’s Your Money”, Paul Nichols, the investor coach and president of Financial Abundance a Registered Investment Advisory firm, located in State College, Pennsylvania, is back in the […]

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Boomers: Children & Chaos

02/06/2013 by

The WealthCounsel® and Trusts & Estates® Magazine recently published an Annual Industry Trends Survey. The survey compiled data from roughly 1500 industry professionals primarily made up of Attorneys, CPAs, Financial […]

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Social Security and Taxes

02/08/2012 by
It's Your Money
It's Your Money
Social Security and Taxes
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This week the Investor Coach, Paul Nichols, pulls back the curtain on Social Security taxation. When it comes to retirement planning, investments, and estate planning, it’s very important you understand how taxes can have an impact on your bottom-line.

Financial Abundance, Inc., is a Registered Investment Advisor based in Central Pennsylvania with offices in State College and Lewisburg in Centre County.

Visit Financial Abundance’s website and send Paul a note about the show or a question that you would like to have answered under the “Ask the Coach” link.

http://www.FinancialAbundanceInc.com
866-867-5745
2134 Sandy Drive Suite 1
State College, PA 16803

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The Rule of 72

02/02/2012 by
It's Your Money
It's Your Money
The Rule of 72
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This week Paul Nichols, the Investor Coach, pulls back the curtain on inflation. He discusses how the rule of 72 can give you some mental math to help you figure out how inflation can have an effect on your retirement planning, investments, insurances, annuities, and all the different vehicles that may be used in your approach to estate planning. From his office in beautiful Happy Valley in State College, Pennsylvania, Paul pulls back the curtain and proves once again you don’t know need to know everything if you have a coach teaching you the right things.

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The Gift That Keeps on Giving

11/23/2011 by

The holiday season is upon us, which means gift shopping, visiting family members and planning for end of the year events. It’s easy to get caught up in the holiday mayhem year after year, and before you know it too many years could pass while you put off planning for your financial future.

We live in a fast-paced, high-energy society that is constantly on the move and always looking for shortcuts. As a result, certain aspects of our lives are often put on hold until a more convenient time when life isn’t so hectic. The fact of the matter is that life is always busy and sometimes we have to force ourselves to pay attention and take care of the important things now, so that we won’t pay the price down the road.

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Smorgasbord Investing

06/01/2011 by

Many people walk through life trying to be good stewards and prudent investors finding on the eve of retirement that they basically acquired a huge pot luck of various investments […]

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Investing with Looming Deficit

05/13/2011 by

This week’s weekly clarity coaching is a video from Fox Business News discussing “How the Government Deficits Impacts How You Invest”. Mark Matson does a great job keeping the hype in check and once again providing a rational and prudent approach to the TRADITIONAL mantra “chase the market”.

Have you ever wondered why most of the financial information on the air waves is centered on short term news bites attempting justification for proactively managing our wealth?? Changing ones investment to correspond with the current economic environment?

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The Taxman Cometh

05/06/2011 by

This week’s weekly clarity coaching is a video I recently ran across of one of my favorite economists, Milton Friedman. It’s a 30-year-old interview. The interview is from March 21, 1982. I found this nostalgic and interesting because it’s the old panel format.

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