Forgotten expenses: One fictitious couple's quandary. The situation seems to unfold the same way: Ron and Rhonda Retiree have what they feel is more than enough money for retirement. They calculate a monthly expense number and using some high school [...]
Nowadays, individuals change jobs many times throughout their working lives. If you are starting a new phase of your career, you’re probably carefully considering how to handle your finances while making the transition. One important aspect is your retirement plan [...]
As your 62nd birthday approaches, the dream of early retirement may be a possibility. From that day on, you may qualify for Social Security retirement benefits. But as attractive as monthly checks may be, seriously consider your financial position to [...]
When preparing for your retirement, think about how much income you may need each year to fund the lifestyle you want. To maintain your living standard, you may need to save enough money to supplement other sources of retirement income, [...]
Sometimes we forget just how fragile a nest egg can be. When the economy tanked in 2008, retirees watched in horror as U.S. markets suffered historic losses. The Dow declined by more than 50%, its biggest drop since the Great [...]
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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