Welcome to the blog of Successful Financial Strategies. On our blog, we discuss topics regarding life insurance, annuities, wealth management, financial planning, tax planning, and other relevant topics. Our goal is to help our clients in Arden, Hendersonville, and beyond to have financial strategies that will give them peace of mind and prosperity now and in the future. To learn more about these topics, follow our blog and read recent blog posts below. If you wish to learn more about our financial advisors and how we can help you, visit our website.

  1. You Must Know the Answers To These 4 Financial Questions – Part 2

    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 al…Read More

  2. You Must Know the Answers To These 4 Financial Questions

    As financial advisors and residents in the Henderson and Arden areas, we often come across people that do not know that much about their financial situation. Yes, they are able to pay the bills and they are not defaulting on any loans or are having any other major financial hardship. However, a common theme is that they have no idea what their long-term financial situation looks like and they do n…Read More

  3. What is Financial Planning?

    Welcome back to the Successful Financial Strategies blog! In our last blog, we began discussing why financial planning is so important. It is more beneficial than just budgeting and offers a bigger, less risky payout then “get rich quick schemes.” Many people dream about having more money. They think about everything they would buy, how much more peace they would have, and maybe how different …Read More

  4. 10 Things to Ask Your Financial Advisor — Part 2

    Welcome to the Successful Financial Strategies blog! Lately on our blog, we have been discussing those questions that are important for you to ask your financial advisor before you start working with them. Not all financial firms are created equal and neither are financial advisors. Before you commit to work with any particular organization or person and allow them access to your assets, make sure…Read More

  5. 10 Things to Ask Your Financial Advisor

    Hello and welcome back to the Successful Financial Strategies blog! On our blog, you can expect to learn more about all aspects relating to your finances. Lately, we’ve been talking about financial planning, including what it is and why planning is key to finding financial success. We can’t control everything that happens in the world that affects our financials, but making progress towards ou…Read More

  6. AssetLock® & SFS Join Forces

    Welcome back to the Successful Financial Strategies blog! Today, we are happy to announce that AssetLock® and Successful Financial Strategies have joined forces to provide our clients in the Arden and Henderson area the most effective tool for monitoring their 401(k) and other retirement accounts. Stick around to learn more about what this could mean for you and your retirement savings. If you ar…Read More

  7. 3 Reasons You Shouldn’t Rob a Bank

    (and Should Invest in Financial Planning) If you’ve ever been chatting about your financial situation at a party and the topic of robbing a bank came up, you’re not alone. Most of the times when we bring up the possibility of robbing a bank, we are completely joking and would never seriously consider gathering our own Ocean’s 11 gang. Most of us wouldn’t even know where to start to plan su…Read More

  8. What Are Risky Investments?

    Welcome back to the Successful Financial Strategies blog! In our last blog post, we talked about why it is better to invest in financial planning instead of robbing a bank. We, of course, were speaking in a tongue-in-cheek manner about this topic, because most people would never seriously consider robbing a bank. However, some employ the same thought process to their financials that anyone who is …Read More

  9. 401(k) Basics: What You Need to Know

    Welcome back to the Successful Financial Strategies blog! In our last post, we were happy to announce our partnership with AssetLock®. Through this partnership we are better able to provide our clients and our advisors assess to 401(k) and other retirement saving accounts so they can have a faster response to changes in the market climate that directly affects their accounts. To learn more abou…Read More

  10. What’s the Big Deal About Life Insurance: When Do I Need It? – Part 3

    Welcome back to the Successful Financial Strategies blog! On our blog, you can find answers to questions about your financial future and information that can help you better understand profitable investment tools and financial strategies. Keep reading our blog to learn a few more ways that life insurance can benefit you and your family in the future. If you are just joining us, be sure to check ou…Read More