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Brevard, NC 28712

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Tuesday, July 9, 2019

What happens to your old retirement accounts when you change jobs or retire? There are 4 options a person should be aware of when considering what to do with the old account. Once you leave your job that was sponsoring the retirement...

 

Wednesday, July 3, 2019

What is a Retirement Income Certified Professional? It is a designation for financial professionals that focuses on the unique challenges that individuals face as they transition out of the workforce and into retirement. This...

 

Friday, June 14, 2019

When you are searching for financial advice, a Certified Financial Planner Professional can provide valuable insight to an individual or family. The CFP designation carries great significance for those who have achieved the...

 

Monday, June 3, 2019

One helpful piece of advice for any individual or family is to have a convenient place to store important documents. I have clients in there 70's and 80's that have binders or folders that are several inches thick that contain nearly...

 

Tuesday, May 21, 2019

We can all remember the significance of a number of birthdays over the years. While not every birthday felt important, there were many along the way that stood out. Who can forget becoming old enough to drive, vote, or buy alcohol?...

 

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Monday, March 4, 2019

I often get the question of where to start investing or how do I start investing? My answer is to start by looking at what opportunities you may have through your job. If your employer offers a retirement program, you will want to know...

 

Monday, January 28, 2019

Life insurance is an important part of the financial plan. It can protect loved ones from the financial burden of the sudden loss of a provider. Not everyone will need life insurance, and the need for life insurance can change...

 

Friday, December 14, 2018

There is not much of a difference in the steps you should take when realizing your wallet has been lost or stolen. To me, having something stolen feels more violating. Losing something could be a result of ones own actions. The intent...

 

Monday, December 3, 2018

The world of personal finance is vast and for many people overwhelming. In this blog, my goal is to provide useful information that is easy to understand and simple to implement. Whether you are an individual that is looking to start...

 
 

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