FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

3 Minutes of Education | Video Archive

These videos may provide important education for your retirement plan today, or down the road for your heirs.  They are purposely designed to be a short and simple overview of relevant topics.  Many of these topics are complex and we encourage you to take the time to discuss details with a professional 1-on-1 (910) 754-6921. #letschat1on1

Super ROTH

Super ROTH

The Super ROTH is a powerful life insurance strategy for some people.  It addresses several important areas at once: 

  1. Health Care in retirement
  2. Taxes in retirement
  3. Retirement income
  4. Spouse / Heirs 

If these are important topics for you and your family, take 3 minutes to get educated and let's chat 1 on 1  #letschat1on1

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Changes To RMD, Stretch IRA, and Others

SECURE ACT: Changes To RMD, Stretch IRA, and Others

The new SECURE Act may affect retirement planning for you and/or your family, here is 3 minutes of education on the topic:  Changes to RMD, Stretch IRA and others.  Please be in the know, give us a call, and let's chat 1 on 1 (910) 754-6921.  #letschat1on1

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