Unique health and caregiving worries and an industry that doesn’t listen well Women have special concerns about financial security that financial advisors need to address. For one thing, they tend to live longer than men, so they need to worry [...]
Safeguard your personal, financial, and medical records at home and work With recent events involving both current and former administrations, the importance of safeguarding confidential information has come into sharp focus. Of course the unauthorized release of classified information can [...]
You probably know a lot of your friends that are rethinking their retirement plans because of how stock markets performed in 2022. Well, they are not alone. In fact, a survey from the nonprofit group Life Happens suggests that a [...]
A cash balance plan is a qualified (tax-favored) retirement plan that combines the high contribution amounts of a defined benefit plan with the look, feel and portability of a defined contribution plan. For that reason, it’s called a “hybrid” plan. [...]
“Keep it Simple, Stupid” is a great approach to organizing your finances The best approach to organizing your finances is the KISS rule: “Keep it Simple, Stupid.” While some details such as constructing the right asset allocation to meet your [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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