It’s fairly common for discussions of retirement planning to focus solely on the financials. Few individuals take the time to consider the nonfinancial concerns. Indeed, when retirees report being dissatisfied with their retirement experience, the disappointment is often focused on [...]
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 [...]
Are you worried about the current state of the Social Security system and how its future may affect your retirement income? It’s important to take a long, hard look at your current savings strategy to ensure you’ll be able to [...]
From time to time, I am asked for help in jumpstarting a client’s retirement fund. Whether behind on savings because of divorce, a business setback or just getting a late start, an investor can usually take certain steps to get [...]
It's one thing to build up your retirement savings so you can retire. But remember, every dollar you save in tax-deferred plans, including 401(k)s and traditional IRAs, will be taxed when you withdraw money in retirement. It’s also important to [...]
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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