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?

Burning Cash for a Car?

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 the next bubble. So, what is the best way to pay for a car, cash or by financing with a loan? Most people that you […]

Lies

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 financial media. Belief in and action taken based on these fallacies have caused thousands of investors to lose massive amounts of their investment monies. The […]

Wealth Management: It’s a Wonderful Life

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 wings, and his task is to help a compassionate but despairingly frustrated busi- nessman by showing what life would have been like if he had never […]

Academic Truths of Investing

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 area of income planning and risk management, is something that one must understand using the Academic Truths of Investing. Knowledge is power!

Where Do Returns Come From?

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 different asset classes are performing year to date when it comes to retirement planning, income distributions, taxation, and wealth strategies. Education leads to clarity, clarity […]

Market Update August 2014

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 most recent market update. When considering retirement planning, life insurance, investments, income planning, wealth strategies and estate planning; get educated, knowledge is power!

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

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. However, this does not come from a lack of faith in the stock market; in fact, I believe it’s the greatest wealth producing entity known […]

Real Estate for Retirement Income Planning

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 market update. As well as some information regarding real estate and how it may relate to retirement income planning as well as wealth accumulation.

The Boys of Summer: 2013 Market Returns

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 the last six months in a straight line.   They rarely do. The markets were all over the place.  Sometimes up, sometimes down, especially over the last […]

Market Update April 2013

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 current market update gives us an indication of where the stock market is globally as of April 22nd. If you would like to learn more […]

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 […]

Bonds: Strategies or Schemes

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?

What’s Your Number?

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.

Never a Mystery

It's Your Money
It's Your Money
Never a Mystery
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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

Marginal vs. Effective Rates

It's Your Money
It's Your Money
Marginal vs. Effective Rates
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From a beautiful downtown studio in State College, Pennsylvania, the investor coach Paul Nichols, once again pulls back the curtain to expose the truth about money, retirement planning, investing, estate planning, life insurance, etc. He focuses in on the real returns based on the difference between effective tax rates and marginal tax rates. Part of one’s financial education would include understanding the difference between these two brackets.

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.