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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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Retirement

May 30, 2020 By Nicole Middleton

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 … [Read more...] about Getting Your Retirement Back on Track During and After COVID-19

Filed Under: Financial Planning, Retirement Tagged With: COVID-19, Retirement, Retirement Planning

October 18, 2019 By Nicole Middleton

Planning This Fall For Next Season’s Harvest

October is a good time of year to focus on a few key steps that will help lead to financial abundance now and in the future. TIME FOR A PORTFOLIO REVIEW How did … [Read more...] about Planning This Fall For Next Season’s Harvest

Filed Under: Financial Planning, Investments, Money management, Retirement, Saving Tagged With: charitable planning, financial independence, financial planning, investments, portfolio review, tax-planning

April 9, 2019 By Nicole Middleton

Self-employed and Saving for Retirement

If you are self-employed, and looking for a way to lower your taxable income for the year, consider opening a SEP IRA. A Simplified Employee Pension Individual … [Read more...] about Self-employed and Saving for Retirement

Filed Under: Business, Retirement, Saving, Uncategorized

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

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

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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,
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Oakland, CA 94612
888-65-SQUAD
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# 0K68755

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PO Box 431
Orinda, CA 94563

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