by Jeff Helms | Mar 21, 2015 | Retirement planning, Wealth Management
Passing on wealth is an American tradition that stems back to the early founders of this great country. It is a tradition that relies on the art of storytelling. However, it is also a tradition that, in today’s digital age of viral social media campaigns...
by Chris Draughon | Mar 18, 2015 | Planning tools, Retirement planning
An emergency fund provides a financial cushion should you lose your job or have an immediate need for a lot of cash. However, it’s hard to determine “how much” you’ll need or where this money should be kept. There isn’t one correct answer to...
by Chris Draughon | Nov 4, 2014 | Planning tools, Retirement planning, White Papers
Does the fact that you could outlive your assets keep you awake at night? It’s happening to people every day as we’re living longer and most retirement plans didn’t account for this longevity. Download this free report to learn common sense...
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 | Sep 29, 2014 | Retirement planning
Are you planning to fail or failing to plan? As we approach the end of the year, it’s important to ask yourself this question: When it comes to your financial well-being, are you planning to fail or failing to plan? Here are the top five planning mistakes when...
by Chris Draughon | Sep 10, 2014 | Retirement planning
CNBC recently looked at “the magic number” for those that are saving for retirement. The bottom line, there is no “magic number” that fits everyone needs. The article’s key findings: “A common mistake consumers make is assuming that...
