Securing Retirement Income
A growing number of retirees are seeing the benefits of using annuities to generate secure sources of lifetime retirement income.
Annuities, financial planning, Insurance, Retirement Income, Retirement Planning
Retirement Planning
Annuities, financial planning, Retirement Planning
Income For Life
Finding sources of safe, lifetime income streams is paramount to a successful retirement. Fixed annuities offer guarantees, safety, and flexibility that make them an attractive part of a retirement income plan.
financial planning, Health Care, Insurance, Retirement Planning
Many Aging Boomers Are Fat & Broke
Many first-wave baby boomers are not on track to succesfully retire. And many in North Carolina are not in good health either.
financial planning, Investing, Retirement Planning
Investing Is Like Losing Weight
Losing weight isn’t as easy as it sounds. Neither is investing in the stock market. This article delves into two of the most common challenges people face when trying to be successful investors.
financial planning, Investing, Mutual Funds, Retirement Planning
Should I Hire A Money Manager?
Many people wonder if it would be worth it to hire a money manager to help with their investments. Find out if working with a professional is for you.
Estate Planning, financial planning, Retirement Planning
Special-Needs Financial Planning
Family’s with special-needs members need a personal financial planner who is also part life coach and part social worker.
Estate Planning, financial planning, Retirement Planning
Giving Equally To All Your Children
Giving equally to all your children can be difficult to swallow. But giving more to one can cause family contention that could last a lifetime.
financial planning, Retirement Planning, Taxes
2010…Year Of The Roth IRA Conversion!
2010 is the perfect year to do a conversion to the Roth IRA. You can pay the taxes over 2 years. But there are some things to be careful of.
Debt, Economy, financial planning, Recession, Retirement Planning
The Perfect Storm – Part 3
Today’s tsunami in Samoa is much like the economic recession that we are in. The factors that caused it were like the earthquake. Once that happens, the wave is coming, and there is nothing that will stop it.
Debt, Economy, financial planning, Recession, Retirement Planning
The Perfect Storm – Part 2
Personal financial planning is all about understanding the risks you face, and then preparing to avoid or deal with them. You need a plan to help you be prepared.