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Call Us: (828) 229-2745

Welcome back to the Successful Financial Strategies blog! In our last post, we began discussing why it is important to have the answers to four questions. To sum it up, these questions are a means to help you measure the state of your financial situation and, really,  to make a plan for the future. Working harder at something will only get you so far. However, working smarter is what will make all the difference. As it pertains to your financial situation, saving “harder” may take you towards your goals, but saving smarter will change everything and will make your financial goals more attainable. Read part one of our blog series and keep reading to learn more about the last two questions that can change everything.

How long do you have to work?

When it comes to working and saving, many in the Henderson and Arden area, keep their head down and keep grinding, hoping that they will soon reach their goals and assume that if they have a 401(k) or other retirement fund that they are doing what they need to do to retire at age 65. However, this isn’t the case. Assuming that everything is fine, is leaving you wide open for disappointment and surprise when it is actually time to retire. Also, in many cases, many have not taken into consideration what kind of lifestyle they want to have when they retire. Finding out the concrete data to be able to answer this question may inform your savings habits and your career considerably.

How much will you have to reduce your standard of living?

This an uncomfortable question for many to face, for many reasons, but we must consider this as we examine our financial status and goals. Many look toward retirement as a beacon of hope and time when they finally get to do everything that they have always wanted to do while they were instead slaving away at work. But if you don’t make a measurable goal toward retirement then you may not get to do everything that you ever wanted to do. Why? First of all, the cost of living generally always increases throughout our lives. Secondly, if we simply assume and don’t crunch the numbers, we may come up short.

All of this may seem overwhelming and we completely understand. However, know that you don’t have to plan for your future alone. The financial advisors of Successful Financial Strategies are here to help you — and when we say we will help you, we actually will. When you are successful, we are successful and when you are not, we also suffer the same loses. Our financial advisors in Arden and Henderson would love to help you make a goal towards prosperity. Visit our website to learn more about us and the services we provide!

upcoming seminar

How to Teach Your Kids About Money


Dates: 1/29/2019 and 1/31/2019

Topics we will cover:

  • The game of money
  • The value of money
  • Wealth transfers
  • Opportunity cost and the true cost of borrowing
  • The family bank

To RSVP, call our hotline at: (833) 818-6989 or register online at www.youRSVP.com and enter code: DARMEG

Seating is limited so please reserve your spot today!
Register Now
Or contact us for more information by filling out the form below!

Request More Information on the Seminar

  • Do not fill this form out if you're a solicitor.
  • This field is for validation purposes and should be left unchanged.

Schedule a Complimentary Consultation With Us

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Should you own life insurance? How much should have? Is your current life insurance structured to do what you think it should do? All questions you need the answers to.

Starting Social Security without a plan could means thousands of dollars missed. With Social Security planning, you can see when would be the most beneficial time to start you benefits, and make an educated decision.

We are not CPA’s but we do understand that taxable investments can cause short-term and long-term financial consequences.

Call Us Now(828) 229-2745

Arden Location

15 Loop Rd
Arden, NC 28704

Business Hours

  1. Mo, Tu, We, Th, Fr
    1. 9:00pm – 5:00pm

Hendersonville Location

100 Chadwick Square Ct E
Hendersonville, NC 28739

Business Hours

  1. Mo, Tu, We, Th, Fr
    1. 9:00am – 5:00pm

Contact Us Now

  • Do not fill this form out if you're a solicitor.
  • This field is for validation purposes and should be left unchanged.

Welcome back to the Successful Financial Strategies blog! In our last post, we began discussing why it is important to have the answers to four questions. To sum it up, these questions are a means to help you measure the state of your financial situation and, really,  to make a plan for the future. Working harder at something will only get you so far. However, working smarter is what will make all the difference. As it pertains to your financial situation, saving “harder” may take you towards your goals, but saving smarter will change everything and will make your financial goals more attainable. Read part one of our blog series and keep reading to learn more about the last two questions that can change everything.

How long do you have to work?

When it comes to working and saving, many in the Henderson and Arden area, keep their head down and keep grinding, hoping that they will soon reach their goals and assume that if they have a 401(k) or other retirement fund that they are doing what they need to do to retire at age 65. However, this isn’t the case. Assuming that everything is fine, is leaving you wide open for disappointment and surprise when it is actually time to retire. Also, in many cases, many have not taken into consideration what kind of lifestyle they want to have when they retire. Finding out the concrete data to be able to answer this question may inform your savings habits and your career considerably.

How much will you have to reduce your standard of living?

This an uncomfortable question for many to face, for many reasons, but we must consider this as we examine our financial status and goals. Many look toward retirement as a beacon of hope and time when they finally get to do everything that they have always wanted to do while they were instead slaving away at work. But if you don’t make a measurable goal toward retirement then you may not get to do everything that you ever wanted to do. Why? First of all, the cost of living generally always increases throughout our lives. Secondly, if we simply assume and don’t crunch the numbers, we may come up short.

All of this may seem overwhelming and we completely understand. However, know that you don’t have to plan for your future alone. The financial advisors of Successful Financial Strategies are here to help you — and when we say we will help you, we actually will. When you are successful, we are successful and when you are not, we also suffer the same loses. Our financial advisors in Arden and Henderson would love to help you make a goal towards prosperity. Visit our website to learn more about us and the services we provide!

Investment advisory and financial planning services offered through Planners Alliance, LLC, a SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Successful Financial Strategies. Successful Financial Strategies is a separate and unaffiliated entity from Planners Alliance, LLC and Advisory Alpha, LLC.

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