Meeting With An Advisor
News 13 Reality Check
Check us out on ABC News 13 as we discuss Social Security tips.
Get your Reality Check by registering for one of our upcoming Social Security courses held at Mars Hill University in Arden. Call our office today to reserve your spot 828-693-9349!
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A few strategies that may help you prepare for the cost of higher education.
Good employee health can be great for the company’s bottom line.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.