11/29/2022
We are hosting a FREE Educational Estate Planning seminar at STIR1422 S Tryon St Suite 130, Charlotte, NC on December 8th from 6:00pm-8:00pm.. We will be discussing General Durable Power of Attorneys, Healthcare Power of Attorneys, Living Wills, Last Will and Testaments, Avoiding Probate, Long Term Care Planning, and MORE!!! Reserve your seat now! Link to register https://buff.ly/3gjf1ON
11/28/2022
We are hosting a FREE Educational Estate Planning workshop at the Salty Landing in Etowah on December 6th from 6:00pm-8:00pm. We will be discussing General Durable Power of Attorneys, Healthcare Power of Attorneys, Living Wills, Last Will and Testaments, Avoiding Probate, Long Term Care Planning, and MORE!!! Reserve your seat now! Visit our website to register! https://buff.ly/3N1GnTX
11/23/2022
With the holidays just around the corner, this time of year can be extra stressful on family and their caregivers. Check out the article from Always Best Care Senior Service on overcoming challenges of being a family caregiver.
READ NOW: https://buff.ly/3Ecw2Sw
11/20/2022
It is always important to plan ahead so the road to financial stability is laid out, having a map to success is extremely important. Annuities are a really useful financial tool to have in one’s preverbal toolbox. What most people don’t realize is that with new technology and medical advancements people are outliving their money, which is a huge concern. We all need to plan for success no matter what life throws at us. It is better to be prepared and not need it than to need it and not be prepared.
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11/15/2022
"High school did not adequately prepare us for the financial struggles ahead. I doubt very seriously that any high school has a life insurance 101 course to explain its importance..."
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11/15/2022
The tax code is full of rules to incentivize certain behaviors. One of the incentives built into our tax laws is charitable giving. Folks who decide to give to charity can lower their taxable income in proportion to the charitable donations made in a certain year.
Find out more by giving our Benefits Specialists a call at 704-218-9223 for a free consultation
11/13/2022
Looking to try something different this Thanksgiving? Try one of these15 5-Star Thanksgiving Turkey Recipes! CLICK HERE: https://buff.ly/3O2IxEY
11/13/2022
Let's talk about Irrevocable Funeral Trusts.
Life is hard, it places unimaginable obstacles along our journey. For the most part we strive to overcome these hardships by relying on family, friends, and loved ones. As responsible adults we structure plans to help us navigate through the hurdles of life. We implement these plans in hopes that it can alleviate some of the burden from our loved ones. We are good at making plans in the beginning and the middle, not so much for the end of our lives. Planning for the end of our lives may seem frightful, grim, and just downright depressing. But, having the wherewithal to plan for your own passing will save time, money, inconvenience, and stress for yourself and your loved ones. Check out our newest blog post on https://buff.ly/3RHKU0n
Give us a call today: 704-218-9223