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Retirement Planning

Retirement Planning can be one of the most difficult times we can go through.

What are 401(k) Rollover Options?

We live in a world where it is uncommon for an employee to spend their entire career with one company. In North Carolina, this means that you will mostly likely have more than one 401(k) plan in your life. If this describes your current situation and you are considering your 401(k) rollover options, we want to help you understand them before you make a decision you regret.(read more)

What is the Difference Between a Roth IRA, Self-Directed IRA, and a Simple IRA?

Plain and simple, IRA stands for Individual Retirement Account. This is a type of a long-term savings account that allows you to save and invest for the retirement you want with tax benefits not associated with a traditional saving account. Whether you are a freelancer that does not have an employer providing you with a 401K or a small business owner, you may want to consider opening an IRA for yourself. But which should you select? (read more)

Why Annuities Should Be Part of Your Retirement Plan

As you near retirement, you are probably thinking about where your money is going to come from once your paychecks stop coming. Some people plan to rely on their 401K or pension, while others choose to plan ahead with their Roth IRA. When it comes to thinking about retirement, there are many options that will generate cash flow for you in your non-working years including annuities. But what are annuities and who should take advantage of them as a means of income in retirement? (read more)

Reaching Financial Freedom

Achieving financial freedom in retirement is not as easy as it once was. To do it, takes careful planning. We want to make sure you reach your goals and enjoy the retirement you want. (read more)

4 Types of People Who Need Income Allocation

Everyone wants to enjoy life in retirement and an income allocation plan is the best way to make that happen. But the reality is many people face the challenge of not having enough in the bank to live comfortably from. (read more)

Why Income Allocation Works

As we go throughout our careers, the goal is to always have a steady paycheck, to have our income streams increase, and work towards a successful retirement. But what happens when we reach retirement and that steady income stream is no longer there? (read more)