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Michael Nichols, Financial Services Professional for NYLife Securities LLC

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Michael Nichols, Financial Services Professional for NYLife Securities LLC

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Financial Services Professional offering securities products and services through NYLIFE Securities I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. New York Life Insurance Company
201 Jones Road, 5th Floor
Waltham, MA 02451
(781) 392-1735

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

11/03/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

11/02/2026

For generations, a college degree held the promise of a well-paying job and financial stability — but, boy, have times changed!

A new business model nixes the frat parties and the student debt.

11/01/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/31/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs. Reach out to me today to learn more about this efficient and versatile way to save.

A 529 plan can bolster your college savings accounts. Grow your college savings in a tax-deferred state-sponsored 529 account that is distributed tax-free.

10/30/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4A1cID3

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

10/27/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/26/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

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Waltham, MA
02451

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