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Index To Wealth Management Content

Wealth management, isn't this why we all get up and do what we do every day? Hopefully to create and manage enough wealth for our long term for financial security. Regardless of your earning potential, we all need to learn how to manage our wealth. Many of the articles below will give you a springboard to concepts and ideas. Start thinking about how you need to manage your wealth. What areas do you need to learn about?

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: ,

Savings Plan…Can You Start With A Penny?

11/28/2023 by

State College, PA – If given the choice between receiving a lump sum of $1 million or a penny doubled for 30 days, I would choose the penny doubled. While […]

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Burning Cash for a Car?

10/18/2017 by

Lewisburg, PA – The total amount of the current US auto loan debt level has surpassed $1trillion and is currently $1.092trillion! Some believe that this, along with student debt, is […]

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Lies

06/23/2016 by

You don’t know what you don’t know! Simple, but profound. As an investor you may fall victim to the lies of the financial industry, including large investment institutions and the […]

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Wealth Management: It’s a Wonderful Life

12/16/2015 by

This classic gem directed by Frank Capra is one of my favorite movies and a sure watch every holiday season. It’s a story of an angel working to get his […]

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Academic Truths of Investing

10/20/2015 by
It's Your Money
It's Your Money
Academic Truths of Investing
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This week’s podcast contains the usual Market Update brought to you by Financial Abundance and your host Paul Nichols, the Investor Coach. Any type of financial planning, especially in the […]

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Where Do Returns Come From?

06/03/2015 by
It's Your Money
It's Your Money
Where Do Returns Come From?
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Paul focuses on a primary question, do returns come from the market or do returns come from fund managers? In the market update you get an idea of how the […]

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Market Update August 2014

08/21/2014 by
It's Your Money
It's Your Money
Market Update August 2014
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Paul discusses the constant barrage of doom and gloom news, promoting how bad things are currently. The data suggest otherwise as you will hear in this podcast, as well the […]

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What’s Your Sleep Factor for the CRASH to Come?

01/15/2014 by

What is a market crash? It’s a sudden, dramatic decline in the market. As an investor coach and wealth strategist, I find myself always preparing my clients for the crash to come. […]

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Real Estate for Retirement Income Planning

08/08/2013 by
It's Your Money
It's Your Money
Real Estate for Retirement Income Planning
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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 with a […]

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The Boys of Summer: 2013 Market Returns

07/17/2013 by

The Dow Jones Industrial Average (DJIA) index is up 13.8% half-way through the year.  The Standard & Poor 500 (S&P 500) index is up almost as much, at 12.6%, but the markets didn’t rise over […]

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Market Update April 2013

04/23/2013 by
It's Your Money
It's Your Money
Market Update April 2013
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This week, the investor coach, Paul Nichols, shares a market update from his studio in State College, Pennsylvania. The market certainly has been turbulent the last couple of weeks. 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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Bonds: Strategies or Schemes

02/23/2012 by

According to Fortune Magazine, Warren Buffett, the Oracle from Omaha, will soon release his annual shareholder letter pointing out that “money-market funds, bonds, mortgages, bank deposits…are thought of as ‘safe.’ In truth they are among the most dangerous of assets…their risk is huge.”

Further in the letter, Mr. Buffet writes that “Right now bonds should come with a warning label.” Why is Mr. Buffett so concerned about these types of investments, many of which are embraced by retirees in their search for a safe haven for their IRAs and 401(k)s?

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What’s Your Number?

02/17/2012 by
It's Your Money
It's Your Money
What's Your Number?
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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.

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