You probably know a lot of your friends that are rethinking their retirement plans because of how stock markets performed in 2022. Well, they are not alone. In fact, a survey from the nonprofit group Life Happens suggests that a [...]
A cash balance plan is a qualified (tax-favored) retirement plan that combines the high contribution amounts of a defined benefit plan with the look, feel and portability of a defined contribution plan. For that reason, it’s called a “hybrid” plan. [...]
“Keep it Simple, Stupid” is a great approach to organizing your finances The best approach to organizing your finances is the KISS rule: “Keep it Simple, Stupid.” While some details such as constructing the right asset allocation to meet your [...]
As inflation soars, you can now save a lot more for your retirement On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 [...]
Just as your health changes over time, markets change even faster Ever hear the phrase, “your financial health?” A good way to appreciate planning your financial future is to see it as akin to maintaining your physical health. The parallels [...]
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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