Not Your Father’s Retirement.. things are way different today You might be thinking about retiring, but how do you know when you are really ready, mentally and financially? For decades, the expected retirement age was 65 partly because you became [...]
Make sure you think about potential disruptions and plan ahead of time Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce, and a host of bad behavior – far from the [...]
Be very careful when making even small changes to your assumptions Cut a pie into 100 slices and what do you have? Barely a nibble. Seemingly an inconsequential share of anything, 1% can actually make a tremendous difference to your [...]
Minimize the need to decide taxes and transaction costs for all beneficiaries Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, [...]
Understanding long-term capital gains taxes when you sell investments Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Greensboro Office
701 Green Valley Road
Greensboro, NC 27408
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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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through The Wealth Guardians, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and The Wealth Guardians are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.
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