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Getting Your Retirement Back on Track During and After COVID-19

This week I stood in my mother’s kitchen and she told me that she is worried about her retirement.  Her goal is to retire in less than 10 years, and she feels that so much of her ability to have … [Read More...] about Getting Your Retirement Back on Track During and After COVID-19

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February 6, 2018 By Nicole Middleton

Building Wealth the Right Way

I have never met anyone who is completely satisfied with their personal finances for one reason or another. It is human nature to want “more” of something, whether it is … [Read more...] about Building Wealth the Right Way

Filed Under: Financial Planning, Investments, Money management, Saving

September 17, 2017 By Nicole Middleton

Financial Planning Alumnae Will Be Panelist at Women in Leadership Event

This is a Repost of article published in The Bridge - The Golden Gate University Blog   Nicole Middleton is CEO of Strategy Squad Insurance Services and will be a … [Read more...] about Financial Planning Alumnae Will Be Panelist at Women in Leadership Event

Filed Under: Business, Financial Planning, Women Tagged With: business owner, entrepreneur, financial planning, GGU, professional women

June 28, 2017 By Nicole Middleton

Financial Planning for Buying a Home

Are you thinking of buying a new home? Buying a home, whether its for a primary residence or an investment, is a common, admirable goal, and in most of the “hot” … [Read more...] about Financial Planning for Buying a Home

Filed Under: Financial Planning, Investments, Saving

January 4, 2017 By Nicole Middleton

Planning for Long-Term Care

There’s no denying it. Long-term care will be a major expense during the retirement years for most aging Americans. Medicare will not cover long-term health care … [Read more...] about Planning for Long-Term Care

Filed Under: Financial Planning, Health Insurance, Long-term Care, Retirement Tagged With: healthcare, long-term care planning, seniors

December 16, 2016 By Nicole Middleton

It’s time to make a choice with how you want to live with your money.

Ladies, we have so much to celebrate.  We’re empowering ourselves more and more each day, taking care of business at work, at home, and in the community.  We’re aging … [Read more...] about It’s time to make a choice with how you want to live with your money.

Filed Under: Financial Planning, Retirement, Saving, Women Tagged With: empowerment, Finance, financial literacy

December 10, 2016 By Nicole Middleton

“I’m in a new relationship. How should we manage our finances?”

Congratulations! New relationships are a big deal these days. Just talk to your single friends and you will hear stories about how hard it is to find a compatible … [Read more...] about “I’m in a new relationship. How should we manage our finances?”

Filed Under: Financial Planning, Money management, New couples Tagged With: Money management

October 25, 2016 By Nicole Middleton

Simple Ways to Plan for Medicare Open Enrollment

Medicare Open Enrollment is happening now! This year’s Medicare open enrollment period for seniors started on October 15th and ends on December 7th. Now is the time for … [Read more...] about Simple Ways to Plan for Medicare Open Enrollment

Filed Under: Health Insurance, Retirement Tagged With: medicare

October 15, 2016 By Nicole Middleton

It’s Year-End Planning Time!

I don’t know about you, but 2016 has felt like quite a blur in hindsight. As I write this, Thanksgiving is around the corner and soon we’ll all be drinking eggnog, and … [Read more...] about It’s Year-End Planning Time!

Filed Under: Estate Planning, Financial Planning, Retirement

October 15, 2016 By Nicole Middleton

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October 15, 2016 By Nicole Middleton

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Nicole Middleton Holloway, the principal of Strategy Squad, is an investment advisory representatives of Natural Investments LLC. Natural Investments is an independent Registered Investment Advisor firm. Strategy Squad is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

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Strategy Squad Insurance Services, LLC
1901 Harrison Street,
Suite 1100
Oakland, CA 94612
888-65-SQUAD
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# 0K68755

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Strategy Squad Insurance Services, LLC
PO Box 431
Orinda, CA 94563

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