Making the decision whether to stay or go in retirement can be a tough one. Aging in place– or remaining in one’s home during retirement – is one option that requires a careful evaluation of the financial costs involved. An [...]
The COVID-19 pandemic has certainly focused our attention about health issues. This year is probably the first time in many people’s lives that they were fearful of catching a serious disease with serious consequences, including incapacity and even death. Adding [...]
With life expectancy on the rise, retirees face the risk of outliving their money. During the later years, covering costs for custodial care can be astronomical. Since these costs are not covered by health insurance and Medicare, a sound financial [...]
November is Long-Term Care Awareness Month, serving as a reminder of the importance of financial, insurance, tax, and legal advisors to help clients who are couples and/or have families with planning for long-term care needs. To help start this critical [...]
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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