Does it make sense to rely on CD’s for your retirement? Looking at inflation and monetary policy of the past, it’s not a good idea! But yet I see this […]
Index To Retirement Planning Content
Discover more about retirement planning today, start with some content in this section then check out educational opportunities we have available? If what you thought was the best way to plan for retirement? Turned out not to be, when would you want to know? If you did realize that what you were doing was not the best way, would you do something about it?
Medicare Enrollment
10/18/2012 by
I hope this finds you well! I have had a number of inquiries about Medicare recently. At the bottom you will find a link to a short video where we outlined the Medicare plan and the enrollment time frames, as well as penalties that can be avoided.
Should I stay or should I go???
06/14/2012 by
General Motors retirees, they will have until July 20, 2012, to make the big decision!
That’s the deadline, just a little over five weeks away, when more than 40,000 General Motors supervisory and white-collar retirees will be forced to make what could be the most important financial decision of their lives. Should they accept GM’s offer of a lump-sum “buy-out” of their monthly pension checks and thus possibly receive the biggest check they’ll ever get? Or should they continue to receive a monthly pension check when GM transfers their retirement plan to a private group annuity from Prudential?
What’s Your Number?
02/17/2012 by
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This week the Investor Coach, Paul Nichols, pulls back the curtain once again and continues his investor education series, as it relates to retirement and estate planning. This week we’re talking about what’s your number and trying to get a better understanding of what type of yield you need to get on your portfolio in order to not run out of money by time you turn 100. Once again from the opulent downtown State College studios, Financial Abundance hits another one out of the park. Pay for coaching not for products.
Never a Mystery
02/10/2012 by
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Thou shall not fake thyself out, the 11th commandment, is what the investor coach, Paul Nichols, talks about this week. On the podcast from his downtown studios in State College, Pennsylvania, he once again pulls back the curtain on financial matters like retirement planning, life-insurance, investing, and estate planning. Ladies and gentlemen you don’t need to know everything if you have the coach teaching you the right things.
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
Social Security and Taxes
02/08/2012 by
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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
The Rule of 72
02/02/2012 by
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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.
Rant: Questions?
01/20/2012 by
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This week Paul Nichol’s, the president of Financial Abundance, rant is about asking good questions if you want good answers. Knowledge is power; you don’t know, what you don’t know. The “Investor Coach” hits another home run this week!
Financial Abundance, Inc., 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 or 866-867-5745
Savings a Bill
01/18/2012 by
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This week Paul Nichols, the president of Financial Abundance, coaching segment was on treating savings as a bill and it was to build on our investing series we’ve done last month. For most investors until you treat savings like a bill, it’s hard to consistently systematically save. The “Investor Coach” hits another home run this week!
Financial Abundance, Inc., 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 or 866-867-5745
Three Types of Money
01/09/2012 by
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This week Paul Nichols, the president of Financial Abundance, and Deb Seaward talk about the three different types of money. Do you know the three types of money, accumulated money, transfered money, and lifestyle? The “Investor Coach” hits another home run this week!
Financial Abundance, Inc., 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 or 866-867-5745
Needs vs. Wants
01/05/2012 by
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This week Paul Nichols, the president of Financial Abundance, and Deb Seaward pull back the curtain on the investment industry and talk about your needs versus wants. Is retirement an age level or a income level? Have you ever calculated your endgame? What income do you need to retire on versus the income you want to retire on? The “Investor Coach” hits another home run this week!
Financial Abundance, Inc., 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 or 866-867-5745
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.
Traditional IRA…A Permanent Tax Lien
08/22/2011 by
If you were a farmer…and you have a choices: one is to pay tax on your seed in the spring, and receive a tax free harvest. The other option would be […]
Income For Life Retirement Planning
08/19/2011 by
Income planning is the area that is most requested by individuals that are seeking financial planning help today. As a financial professional I’ve observed this area has the least amount […]
Pension Maximization Strategy
08/19/2011 by
PMS, a strategy that can be employed by a pre retiree when activating a employer defined benefit plan, more commonly known as a pension. The concept: there are multiple pay […]
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