Nicholas Stuller

Every widow’s situation is unique, the following steps provide a general roadmap for making informed decisions during this difficult time. #grief

A day and age when everyone is hustling to land new clients, we believe that now more than ever it is best to put the investor first in marketing #advisors

Many investors still find it challenging to embrace this approach. Let’s explore why this is the case. #investors #time

Here’s why having a living will is a responsible and compassionate choice. #living #will #family

While technology can enhance many aspects of our lives, when it comes to financial advice, the human touch remains unparalleled. #advisors

There is a service that is free to all that can be a dramatic game-changer for those that own their own small business, called SCORE. #advisors

In this article, we’ll explore key steps to help successful freelance and studio musicians kickstart their retirement savings. #retire

Financial planning, legal counsel, or career guidance, technology has made it easier than ever to connect with experts across geographical boundaries.

Reviewing your financial plan annually is not just advisable, but imperative to optimizing your financial life. #finance #life

Freelancers are very distinct from the rest of the world. You are essentially on our own to take care of yourselves. #freelance #finance

By ensuring that resources are used judiciously more funds can be applied to the underlying mission. #charity #advisors

Identify different conflicts of interest and distinguish between those that are relatively benign and those that should raise a red flag. #advisors

We’ll delve into why paying yourself first is the number one budgeting tactic that everyone should adhere to. #budgets #saving

Once you have checked the advisor and attend the event, here are tips to look out for. #advisors #tips

Living your last 5, 10, or even 15 years being both healthy, but with nearly no money is a very scary prospect. #longevity #money #NCRetirementCenter

Mitigate risk and ensure long-term financial stability. There are a number of strategies that holders of ISOs can employ to safeguard their investments.

Opportunities for savvy investors looking to capitalize on the conversion of commercial real estate into residential spaces. #realestate #invest

That said, here are 22 questions — and answers — about the 2022 tax year. #taxes #questions #knowledge

Aligning business and personal finances can lead to enhanced financial well-being. #finance #business #personal

There are many emerging investment prospects that arise from the era of work from home policies. #workfromhome #business

Donating real estate allows individuals to make a substantial contribution to their chosen charity. #charity #giving #realestate

Check your homeowner’s insurance policy to make sure you are covered in case of accidents. #insurance #income 

Little was discussed about the Depositors Insurance Fund, created in 1934, which provides deposit insurance above and beyond the FDIC level. #banks

It can be misguided to eliminate challenges for your kids; every successful person got there precisely by overcoming hardship in the first place.

Selling a timeshare can be a complex process, but there are a few steps that owners can take to make the process smoother.

In the world of private equity and venture capital, private placements are a popular way for companies to raise capital from accredited investors. #HNWI

Direct indexing is a new investment strategy that is gaining popularity among investors who want more control over their portfolios.

There are a few key metrics and indicators that you can use to help determine whether a stock is overpriced and potentially a risky investment. #stocks

Earlier children learn about financial literacy, the better equipped they will be to make sound financial decisions as they grow older. #financialliteracy

A Perpetual Trust, also known as a Dynasty Trust, can be an incredibly beneficial planning tool. #investors #advisors #planning

One way to get more comfortable with asking questions is to subscribe to the very same research services that advisors use. 

There are two basic types of financial advisors: a Financial Planner and an Asset Manager. Do you know which of these two types you need?

When your advisor changes firms, there are a number of critical decisions you may end up needing to make. #advisors #investors

Millions of successful investors have come before you and followed these tactics and secured a much better future. #investing

Throughout history, there have always been unusual changes in markets that turn out to be phenomenal investment opportunities.

It is important to get kids interested in wealth management as early as possible, even at age three you can start teaching them the basics of money.

By following these three rules you can avoid the kind of financial disaster that Mr. Belcher has gone through. #investor #investing

The very first question is why are you even considering investing in residential housing? Is it rental income you seek or capital gains?

Taking a few minutes to review the background of someone who is offering advice can completely prevent an investor from being a victim.

The challenge is in today’s world, how do you decide what new offering has merit for you, and which is not a fit for you? #innovation

All too often people buy an insurance policy, barely read the full document and then never review it again. #insurance #finance

Today’s sellers are smartly looking to strike while the iron is hot and lock in profits they have not seen in many years. #realestate

An investors very best investment is in education and understanding, before you take a leap.  #

It is a financial strategy used by Bitcoin (and other crypto-currency) speculators who hold on to their crypto instead of selling in a bear market.

Helping our kids become more financially savvy can help us have a lasting impact on their lives. It can also allow them to live the lifestyle they desire.

You may not get rich from your new enterprise, but it will help you to develop new skills, establish a personal brand, and turn your hobby into a business

Unlike crypto currencies, also built on the blockchain, Art NFTs are something that can be enjoyed and appreciated like any other piece of artwork.

By telling your team you are aware of their financial concerns, combined with offering services to help them address the issues will go a long way.

When it comes time to purchase life insurance, you have two options, each with pros & cons. #insurance #lifeinsurance #planning

History does teach us that by resisting the temptations of simplicity, significant returns can result. #investing #passive #investor