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.

Do’s and Don’ts of Estate Planning

It's Your Money
It's Your Money
Do’s and Don’ts of Estate Planning
/

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 place for when the “what if’s” happens.  Without the right documents you may end up giving more than your fair share in inheritance taxes.

The Truths of Investing

It's Your Money
It's Your Money
The Truths of Investing
/

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 true! Along with this week’s Market Update, there are some unexpected change you should know! When it comes to Investing, Retirement Planning, and Estate Planning, […]

Market Update: July 2015

It's Your Money
It's Your Money
Market Update: July 2015
/

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 well as a reminder as to the scientific truth and the empirical realities of investing in a structured investment platform. It’s vital that you understand […]

LTC Plan Design: Half a Loaf is Better Than None

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 that it’s better to get half of something, than lose out accepting only the whole. I think of this phrase often when designing long-term care […]

Long-Term Care Planning: Logic or Emotional Paradigm?

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 a plan for LTC? What makes this issue ultimately so difficult to decide is that we do not know until the final analysis if care […]

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

It's Your Money
It's Your Money
Bond Buyback Program by the Fed and Obamacare With Long Term Care Planning
/

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 bond buyback program by the Fed, CEO’s compensation, and Obamacare with Long Term Care. We at Financial Abundance believe education leads to clarity, clarity leads […]

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

It's Your Money
It's Your Money
Congressional Budget Office's Forcast and How It Relates to Your Income Plan
/

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 saddle with a market update. As well as some information from the recent Congressional Budget Office forecasts and how it may relate to retirement income […]

Boomers: Children & Chaos

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 Advisors and Wealth management professionals. As the President of a Registered Investment Advisory firm, I find these trends interesting as well as insightful.  The report […]

Social Security and Taxes

It's Your Money
It's Your Money
Social Security and Taxes
/

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

It's Your Money
It's Your Money
The Rule of 72
/

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.

The Gift That Keeps on Giving

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.

Smorgasbord Investing

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 that were all supposed to work to retirements end.  Are assets earmarked for actual use and need or did you “buy” based on returns with […]

Investing with Looming Deficit

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?

The Taxman Cometh

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.

What Is The Value Of Human Life?

You may not want to put a price tag on it.  But if we really had to, most of us would agree that the value of a human life would be priceless. “It is established that the protection of one’s family, or those near to him, is the one thing most to be desired, and […]