Individual Retirement Accounts (IRAs) and 401(k) plans are powerful tools for securing a financially stable retirement. However, misconceptions and myths can hinder individuals from making informed decisions about these essential savings vehicles. Below, we’ll debunk some common myths surrounding IRAs [...]
Your age significantly affects how much money you'll have during your retirement years, and different retirement benefits have different eligibility ages. Over the course of 23 years, from age 49 to 72, you'll need a financial retirement plan that pays [...]
Proper retirement planning is vital for securing financial well-being during the later stages of life. Among the crucial aspects that are often neglected, healthcare expenses stand out. While healthcare is a necessity for retirees, it can also be one of [...]
It was a significant moment etched in history - August 16, 1977 - when the world mourned the loss of the iconic "King of Rock ‘n’ Roll," Elvis Presley, whose passing was attributed to a sudden cardiac arrest. In a [...]
As the anniversary of the Social Security bill being signed into law (August 14, 1935)[i] approaches, we’re reminded of the intricate workings of the US tax system. Social Security, a vital program designed to provide financial support to retired and disabled [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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