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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?

Never a Mystery

02/10/2012 by
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

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Marginal vs. Effective Rates

02/07/2012 by
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.

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Progress Not Perfection

01/27/2012 by
It's Your Money
It's Your Money
Progress Not Perfection
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This week Paul Nichol’s, the president of Financial Abundance, rant is about focusing on progress not perfection. Perfection is unattainable. 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

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Rant: Questions?

01/20/2012 by
It's Your Money
It's Your Money
Rant: Questions?
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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

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Savings a Bill

01/18/2012 by
It's Your Money
It's Your Money
Savings a Bill
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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

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Why did you leave me here all alone?

01/12/2012 by

“Oh where, oh where has the money gone”? That’s what investors trusting their portfolios to MF Global Holdings are singing right now. $1.2 billion in customer funds cannot be found, and no one seems to have any idea what happened to those investment accounts. You might have seen this in the news.

The president of the now bankrupt MF Global, former New Jersey governor Jon Corzine, testified at a Congressional Committee Hearing on December 13. In his opening remarks, he said:

Filed Under: Clarity Coaching Tagged With: ,

Three Types of Money

01/09/2012 by
It's Your Money
It's Your Money
Three Types of Money
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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

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30 Day Challenge

12/19/2011 by
It's Your Money
It's Your Money
30 Day Challenge
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This week Paul Nichols, the president of Financial Abundance, and Deb Seaward challenge you to the “30 Day Challenge” to help you to track your expenses. 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

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Risk: Just the Facts Ma’am!

10/27/2011 by

How much risk is in your portfolio? Seems like a pretty straight forward question. Well…do you know how much risk you’re taking on or are you just taking a ride on the “Trust Express”

You’d think this is something most investors would be demanding to know. Yes, there is a mathematical formula that measures how much risk is in your portfolio. It’s called standard deviation and it measures how volatile your particular portfolio is. It absolutely blows my mind that there is so little talked about this vital measurement in the investment world. Most people have never even heard about it.

Filed Under: Clarity Coaching Tagged With: ,

Innovation Will Prevail

10/07/2011 by

Innovation will prevail you know we lost a very important figure in American culture and in world history yesterday with Steve Jobs passing, someone who has had a tremendous impact on the world. If you were asked to think of an innovator, my guess is Steve Jobs name would come up often. I wonder what he and his company, vendors, and suppliers contribution to innovation have equated to in tax revenue, 49000 people work for Apple which is worth 37 billion. Steve stimulated our economy in part, when an innovation becomes in demand, revenue ensues. I believe that Steve Jobs was an example of compassionate capitalism.

Filed Under: Clarity Coaching Tagged With:

Trading Treadmill

09/21/2011 by

Trading Treadmill….avoid the hype I ran across a recent press release this morning from Business Wire that announced some activity for Charles Schwab Corporation in August. I found it interesting […]

Filed Under: Clarity Coaching Clips Tagged With: , ,

30 Day Challenge for Wealth Management

08/19/2011 by

In my life I’ve been very fortunate to have had several mentors! The one that had the most impact was tough but gentle, an extremely successful businessman. On one occasion […]

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What’s Your End Game?

07/01/2011 by

I often get the deer in headlight stare when I ask that question. My father was a taskmaster my whole life….to the point of annoyance as a young person. The […]

Filed Under: Town and Gown Tagged With: , ,

Women & Investing Weekly Clarity Coaching

05/19/2011 by

This weeks Weekly Clarity Coaching is coming from Deb Seaward here in our office. She has been working hard to add some coaching for women to our office, here is a taste of more to come.

Men no need to watch this one…..not!!!! Guys the ladies in our lives are far too important, lets all get coached up!

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Market Update February 2011 & The Investment Answer

02/16/2011 by
It's Your Money
It's Your Money
Market Update February 2011 & The Investment Answer
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This week, Paul Nichols, the president of Financial Abundance gives a market update (as of 2-14-11) and talks about the book, The Investment Answer. I just finished reading this fascinating book last weekend and it, almost precisely, encourages the academic method of investing that we have been advocating for years in our practice and in our coaching content. Upon finishing the book, I immediately ordered a case and have been handing out to close friends, family and clients as I believe this to be the best financial primer for anyone that seriously wants to take control of their financial future. This book was recently #1 on the Wall Street Journal’s Hardcover Business Best Seller Category and is now listed on my website as the number one book under recommended reading.

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