What if you could retire early AND pay no income tax? As fee-only financial planners working with clients in Raleigh, Charlotte and throughout North Carolina we've used this strategy to help our clients pay zero income tax.
At the heart of every retirement plan are two core assumptions that drive everything—from your projected net worth to your ability to retire when you want.
Mike Palmer shares his perspective with MarketWatch on the value an advisor can add to a newly retired couple with $3.7 million in retirement assets.
Much of Roy's homespun wisdom can help make you a better investor.
Everyone dreams of a safe, reliable retirement—and Fixed Index Annuities (FIAs) often get pitched as the perfect solution: “guaranteed income,” “no market losses,” “steady returns.” But before you hand over your hard-earned dollars, let’s unpack what FIAs really are—and what they’re not.
If a financial advisor recommends you do an in-service distribution it may be in THEIR best interest but not YOURS.