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3 End of Year Steps to Take Right Now
December 10, 2018

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the most of 2018 and get 2019 started on…

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Robin Whitlock Featured in This Month’s Edition of “Lake Norman Woman”
December 5, 2018

Our very own Robin Whitlock has been featured in the December issue of Lake Norman Woman magazine.  Congratulations Robin! Click Here to Read the Issue (Visit page 26 to see Robin’s article.)  

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Good News: You Can Save More for Retirement Next Year
December 3, 2018

Throughout the years, your exact plans for retirement might change in small ways or even significantly. But one thing we know for sure is that you really can’t save too much for retirement. Luckily, in 2019, the contribution limits for qualified retirement plans will increase a bit, helping you to…

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Putting Your Year-End Bonus to Work
November 12, 2018

It’s hard to believe, but the end of the year is rapidly approaching! Along with the busy holiday season might come a year-end bonus… How would you spend a windfall of cash? It’s tempting to dream about vacations or a new car, but often we find that impulse purchases bring…

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Could a Phased Retirement Be Right for You?
November 7, 2018

When we think about retirement, we often picture ourselves setting a target date and then taking the leap into a new life. However, recent trends show us that there might be another way to retire, and this path can carry some distinct benefits for some of us. In 2017, a…

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Watch Out for This Common Social Security Scam
October 8, 2018

The phone rings, and you answer it. It’s a representative from Social Security, calling to inform you of possible illegal activity originating from your file. Due to these suspicions, the Administration is suspending your payments, or freezing your bank account. They direct you to call another number to provide information…

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How Can Annuity Living Benefits Help You?
October 3, 2018

Annuities have regained their popularity in recent years, due to their flexibility in providing retirement income. But, also due to that flexibility, there are hundreds of different types of annuities available to you! How do you know you’re choosing a contract that truly suits your needs? First, it’s important to…

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What it Really Takes to Retire Early
September 10, 2018

You might have heard the recent buzz about the FIRE (Financial Independence, Retire Early) movement. These are young to middle-aged people who have dedicated themselves to an early retirement, or are in the planning stages to do so. But what does it really take to retire in your forties or…

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Give Your Retirement Budget a Test Drive
September 3, 2018

When we make major financial decisions, we tend to conduct a bit of research first. Car dealerships allow you to test drive their vehicles, you visit a home several times and thoroughly inspect it before buying, and so on. We usually don’t even purchase clothes without trying them on first!…

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5 Great Reasons to Have an IRA
August 12, 2018

When you began planning for retirement, you might have opted into whatever plan you were offered at the time. Often this is an employer’s 401(k) fund, although other options are sometimes available. However, at some point, you might begin to wonder if there are other ways to prepare for retirement….

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