Today we’re chatting about characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?
Sometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out.
Sometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out.
We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.
There’s a lot of confusion out there about annuities, probably because there are different types that do different things. We’ll explain how they work and how they might be used in your financial plan.
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.
If you’re about a decade away from retirement, there are some important steps you need to take now to get ready. We’ll share some top tips for being prepared for stepping away from work.
As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize.
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll address a few of these issues and help you become better prepared when it comes to building your financial plan.
Are you someone who doesn’t mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk taker. But not everyone is. Today we’re talking about risk tolerance and how to figure out what your level is.
Phone: (336) 448-1086
Fax: (336) 448-1087
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