by Jeff Helms | May 26, 2015 | Financial Planning, Investing Strategies, Retirement planning
There’s no denying that saving for retirement can be a confusing and daunting process. And things can get even trickier when it comes time to select a retirement account. If you’re confused about IRAs, you’re certainly not alone. Many people...
by Chris Draughon | May 21, 2015 | Financial Planning, Retirement calculators, Retirement news, Retirement planning
Even if you think you’re taking all the necessary steps to secure your retirement funds, there are a few facts about retirement that might surprise you and make you re-think your existing plan. 1. Spending Your Savings Can Be a Challenge It may be hard to...
by Chris Draughon | May 19, 2015 | Financial Planning, Investing Strategies, Retirement planning, Wealth Management, White Papers
It’s time to face it — we are living longer. No matter what your age, you can expect to live much longer than the generations before you. For example, the typical 65-year old couple today has a 30-year joint life expectancy, meaning there is a high...
by Chris Draughon | May 1, 2015 | Retirement calculators, Retirement planning
If you are like most Americans, you’ve probably asked yourself the question, maybe on more than one occasion, “Will I outlive my money?” With the perceived complexity involved in answering it, and the distractions of daily life, most people...
by Jeff Helms | Apr 22, 2015 | Financial Planning, Retirement planning
”Sometimes a good scare is worth more to a person than good advice.” – E.W. Howe It sometimes takes misfortune to get people to focus on what’s really important to them – especially when it comes to estate planning. You may have excellent health and a...
by Chris Draughon | Apr 1, 2015 | Financial Planning, Retirement planning
Believe it or not, one of the hardest concepts for us to make sure clients really understand is that of risk. Most people take it for granted. Intrinsically they have a sense of knowing when something is risky and when it is safe, but often times these are...
