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How the CARES Act Affects You

If you are wondering how the CARES Act is going to affect you watch these webinars that I created. This is the largest stimulus bill that we have ever seen and it’s important to know what benefits are available for you, your business and our family members. Working with a fee-only financial planner can help […]

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Top Insurance Agencies in Hickory, NC

As a financial planner, I view insurance is a critical part of any successful financial plan. Insurance is designed to protect against the loss of valuables (cars, homes, etc), the loss of life and income, and it can also protect you against liability damages in the event you are sued. Needless to say, insurance is […]

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Staying In Your Seat Even During The Hard Times

Investing correctly during times of economic stress is a difficult thing to do. There’s no arguing that we are in a challenging time and faced with rapidly evolving information about COVID-19. The world is adjusting to how to live and work during this time of social distancing. While we are experiencing unprecedented events, there is […]

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Social Security and Medicare Integration

How Social Security Works I frequently receive questions when it comes to how Medicare and Social Security coordinate. Hopefully, I’ll answer a few of those questions with this article. Social Security is an amazing program that has been in existence since 1935 and has been helpful to provide financial security to retirees for the last […]

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Investing For the Long-Term

After concluding the worst week in the stock market since 2008, I feel like I need to write about a common question that I’m asked about. I’m often asked about what I think the market is going to do. There is a major misconception that people in the financial industry have some special insight into […]

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The SECURE Act and Effective Tax Planning

Congress recently passed the most sweeping legislation in the last 15 years for retirement. The SECURE act brings lots of benefits, but also numerous challenges for investors and retirees that require proactive planning. There are three major parts to the SECURE Act: 401k’s, annuities in 401k’s, and changes to required minimum distributions (RMDs). For the […]

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Fee-Only vs Fee-Based | What’s the Difference?

As I mentioned in a previous post, the financial services industry can be complex and it can be hard to understand what type of financial “advisor” that you might be talking with. One area that has become particularly bastardized is around the term fee-based. As the fee-only financial planning and investment management movement has started […]

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Were You Sold Permanent Life Insurance?

Life insurance is an incredibly important tool for financial planning. By purchasing the right amount of life insurance, a client is able to financially protect their family in the event of premature death and ensure the financial stability of the family. This is the primary purpose of life insurance, just like homeowners insurance: when your […]

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Retirement Income Planning

Choosing the right investments to get you through your retirement years successfully can be an overwhelming experience. There are stocks, bonds, mutual funds, ETFs, CDs, money market funds, deferred annuities (fixed, indexed, and variable), immediate annuities, life insurance, real estate and I’m sure a couple more that I’m forgetting about. The point is, if you’re […]

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Why you need a simple will

It’s startling to me how often I come across people that don’t have a will in place and refuse to do proper estate planning. There’s a belief that their spouse is going to inherit everything if they die, so why do they need to spend the time and money getting a properly put together estate […]

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