When helping people get ready for retirement, financial advisors find the same issues come up over and over. Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions that you [...]
There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65. Baby Boomers hold 54% percent of all U.S. household wealth and account for almost 50% percent of consumer spending -- and yet [...]
Your retirement portfolio might be up, but inflation is crushing your returns On August 11th, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index increased 5.4% over the past 12 months. Shockingly, media outlets ran with absurd [...]
Where will you get income in retirement? Many people think it’s as easy as cashing in the investments accumulated during their working life but even if you have a lot of money saved, cashing in will not always work. You [...]
See if you can spot the flaw in this couple's plan: A husband and wife are retiring next month at age 62, with an equal amount saved in retirement and non-retirement accounts (let's call it $500,000 each). Like most, over [...]
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.
Copyright © 2024 The Wealth Guardians
Investment Advisory Services offered through Alphastar Capital Management, LLC, a SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The Wealth Guardians and Alphastar Capital Management, LLC are separate and independent entities. Better Business Bureau Disclaimer – The Wealth Guardians is a Better Business Bureau (BBB) Accredited Business since 05/08/2013 and rated A+ since 05/08/2013. BBB bases its accreditation and ratings based on the following criteria (this list is meant to summarize the relevant factors but is not meant to be all-inclusive): business complaint history, type of business, time in business, transparent business practices, failure to honor BBB commitments, licensing and governing actions known to BBB and advertising issues with BBB. Only accredited businesses who meet the following standards may use the BBB logo/link in advertising: Build trust, advertise honestly, tell the truth, be transparent, honor promises, be responsive, safeguard privacy and embody integrity. The BBB receives compensation from The Wealth Guardians in the form of membership dues to obtain accreditations. The Wealth Guardian’s membership in the BBB in turn provides the opportunity for clients to give ratings through their platform.
Find Us
