by Chris Draughon | Oct 22, 2014 | Healthcare, Planning tools, Retirement planning, Taxes
Rising prices, longer lives, volatile markets, and higher taxes are conspiring to rob millions of people of a comfortable and rewarding retirement. Will you be one of them? Are you using old-school planning strategies? Here’s why they don’t work today: 1. You’re going...
by Chris Draughon | Jul 28, 2014 | Planning tools
If you are planning to retire soon or have retired in the recent past, you probably have many short-term questions on your mind. “Should I take up golf?” “Where would I like to travel?” “Should I fish today or tomorrow?” “Should we pretend we’re not here when the kids...
by Chris Draughon | Jul 23, 2014 | Planning tools
Each quarter, we host a live webinar for our clients and friends to talk about the past quarter’s market performance, politics and the economy. You can sign up for our next Drive-thru Review, scheduled for October, on the “Client Experience” tab of...
by Jeff Helms | Jun 30, 2014 | Planning tools
As we pointed out in our recent post, one-third of Americans have less than $1,000 saved toward retirement. That’s a frightening statistic. A financial literacy study by Harris Interactive found that 40 percent of adults give themselves a grade of C, D, or F on their...
