Kathryn Nicholson

Kathryn Nicholson Preparing for that next step in life isn’t always easy.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.

The time to start saving is even better when time is on your side.
02/03/2021

The time to start saving is even better when time is on your side.

Getting to financial independence in a world with 0% rates and no returns on bonds

This easy savings plan helps you get into the habit of saving without even noticing it.
01/27/2021

This easy savings plan helps you get into the habit of saving without even noticing it.

If your new year’s resolution includes a savings goal, consider the 52-week money challenge. The increments you save are meant to be so small that you barely notice you’ve been saving money. Is it a gimmick? Absolutely—but it works.

Finding small ways to save money doesn't have to be overwhelming.
01/20/2021

Finding small ways to save money doesn't have to be overwhelming.

Need some inspiration to help you reach your savings goals for 2021? Whether you are hoping to build a deposit for a home, are planning a big holiday when Covid restrictions have lifted or simply want a nest egg for a rainy day, here are some fun ways to help fill your savings pot

Automating your savings is just one way to reduce financial stress.
01/13/2021

Automating your savings is just one way to reduce financial stress.

Anyone can benefit from automating their money, but it's especially helpful in relationships, writes Aditi Shekar, founder and CEO of Zeta.

Contrary to popular belief, maxing out your contributions is not always the best savings strategy.
01/06/2021

Contrary to popular belief, maxing out your contributions is not always the best savings strategy.

More money for the future and a lower tax bill today — sounds like a pretty easy decision, right? As it turns out, for a lot of investors, it’s not quite so simple.

Happy New Year from my family to yours! ✨
01/01/2021

Happy New Year from my family to yours! ✨

Learn more about 401Ks, their pros and cons, and how much to contribute.
12/30/2020

Learn more about 401Ks, their pros and cons, and how much to contribute.

A 401k is a no-brainer way to stash money away for retirement. But how much you should contribute depends on a couple factors. Let's dive in.

The end of the year is a good time to review finances and set goals for the year to come.
12/23/2020

The end of the year is a good time to review finances and set goals for the year to come.

Engagement is the key to decreasing anxiety and boosting confidence, says Cynthia Loh, vice president of digital advice and innovation at Schwab.

Think investing strategies always mean stocks? Think again. Financial experts share other ways to invest for the future.
12/16/2020

Think investing strategies always mean stocks? Think again. Financial experts share other ways to invest for the future.

Howard Gold reviews "How I Invest My Money," a collection of essays by 25 financial experts.

As the end of the year approaches, it's time to review your tax plan and see what opportunities you might have to save m...
12/09/2020

As the end of the year approaches, it's time to review your tax plan and see what opportunities you might have to save money.

And a quick guide to the relevant deadlines.

Looking to learn more about investing? Industry insiders share some of their favorite books that they learned from.
12/02/2020

Looking to learn more about investing? Industry insiders share some of their favorite books that they learned from.

Advisors told us about the books that helped them build their investing knowledge and shape their strategies.

Thinking about graduate school? An expert shares their insights on how to start saving for Higher Ed.
11/17/2020

Thinking about graduate school? An expert shares their insights on how to start saving for Higher Ed.

To save money for grad school in five years, start by refinancing private student loans you already have, and saving in the right accounts.

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