Perry D Thompson, CLTC, President at Graystone Wealth Solutions, LLC

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

Managing The Transfer Of A Family Business A business succession plan starts with exploring your options and learning who might be interested in taking over.

Discover six practical tips that may help you manage debt more effectively, reduce interest costs, and build greater financial confidence.

How To Simplify Debt Repayment — 6 Tips And Strategies Debt repayment can be simplified. Discover six actionable tips that can help you reduce or eliminate debt, save on interest, and achieve financial freedom.

Older adults who aren't yet eligible for Medicare may face the largest increases in health insurance premiums if enhanced ACA subsidies disappear.

ACA enhanced subsidy lapse could hit early retirees hardest amid shutdown fight Older adults who aren't yet eligible for Medicare face the largest increases in health insurance premiums if enhanced ACA subsidies disappear.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt? Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

Starting this year, unused funds in 529 education savings plans can be converted into a Roth IRA, but you’ll need to know the fine print of the process. Here are the details on converting and what else you need to know.

How to roll over a 529 plan to a Roth IRA Here are the details on converting a 529 plan to a Roth IRA.

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans biggest financial goal in 2024? Save more money Americans report fiscal optimism and plans to save cash in 2024.

These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals.

10 Financial Habits That Can Hurt Your Retirement Savings | Entrepreneur Today’s financial climate is making retirement planning more crucial than ever. As talk of inflation, rising interest rates, and a possible recession hit the news, would-be retirees or retirement planners...

The Federal Reserve is going to shock investors next year by aggressively cutting interest rates amid a slowing economy, according to UBS. Learn how this cut will affect retail spending, the unemployment rate and more, in this article.

The Fed will shift to 'full-on accommodation' mode in 2024 with nearly 3 percentage points of rate cuts as economy slows, UBS says "We expect substantially slower growth in 2024, a rising unemployment rate, and meaningful reductions in the federal funds rate," UBS said.

If you’re nearing retirement, prepare yourself for the moment by asking yourself these four important questions about your next phase in life.

Your Retirement Reckoning: Four Questions to Ask Prepare for your moment of liberation from the daily grind, aka retirement, with the answers to these important questions about your next phase in life.

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits.

You can save more than ever for retirement in 2024—here are the new contribution limits You can stash away an extra $500 in most retirement savings plans in 2024.

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused.
https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

Announcing the Launch of Graystone Wealth Solutions, LLC!

We want to share some exciting news with you! In order to best serve the needs of our clients, we have officially launched Graystone Wealth Solutions, LLC (GWS).

Our main goal in launching the company and website is to provide our clients, staff and others with an intuitive and user-friendly experience that clearly states who we are, what we stand for, and what we strive to achieve for our clients.

GWS and its team of experienced advisors offer a wide range of services to help all investors achieve financial peace of mind. Retirement and financial planning for individuals, growth and benefit strategies for businesses and investment management solutions are among the services GWS is proud to deliver to our clients.

The site contains integrated social media buttons for Facebook and LinkedIn to foster improved communication with clients. We will continually update our content with helpful information, articles, newsletters, and Company announcements.

Please share all questions, comments, and suggestions on social media, through the website or at [email protected].

I sincerely hope that you enjoy the new website and all that it has to offer!

Visit our new website here: https://www.graystonewealthsolutions.com/

Perry D. Thompson, CLTC ®
Financial Adviser / President
Graystone Wealth Solutions, LLC