Will you, your children, and grandchildren actually benefit from Social Security? The answer is a qualified yes. The Social Security program is in excellent shape and should remain that way for many years. Social Security programs are funded by trusts [...]
The golden rule of financial planning: if you can plan it, you can achieve it Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to achieve financial independence: Make sure [...]
Hint: avoid big decisions within the first 6 months if possible When a spouse dies, the emotional magnitude of the loss can send your life reeling. It can also affect your finances. You are pressured to do many things all [...]
Sometimes the best financial advice is the simplest: tough, objective love The couple had made every mistake you could: retired too early, spent too much, took on too much house and too much debt. “This is killing me,” Jill told [...]
Not Your Father’s Retirement.. things are way different today You might be thinking about retiring, but how do you know when you are really ready, mentally and financially? For decades, the expected retirement age was 65 partly because you became [...]
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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