Advanced Wealth Strategies Introduces Their Newest Team Member Logan Hawk Originally from Toronto, Canada, Logan came to Charlotte to study and compete on the Men's Golf Team at Queens University of Charlotte. While majoring in Finance at the McColl School of...
Applying for Life Insurance? Here's What to Expect. Life insurance is an important part of your estate planning strategy. You can use it to provide money for your children's education, cover your funeral expenses and leave money behind for loved ones. Understanding...
What To Know Before Retiring Early. Look Before you Leap. Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider...
The Road to Retirement Here are key questions to address as you begin planning for retirement. 1.) What do I want to do in Retirement? 2.) When do I want to Retire?3.) How much money will I need to invest every month to hit my retirement goals? 4.) Which...
Why Many Americans Retire Earlier Than Planned How Can You Prepare? CONNECT TO: Why Many Americans Retire Earlier Than Planned CONNECT TO DOUGLAS MARION'S THE FINANCIAL ADVANTAGE COLUMN CONNECT TO LEARN MORE ABOUT DOUGLAS MARION AND ADVANCED WEALTH STRATEGIES CONNECT...
4 Ways to Conquer Common Money Mistakes Conquering bad (or unproductive) financial behaviors takes persistence and self-discipline. There’s no quick fix, and you should expect changes to be gradual. This video includes a few of our tips for conquering bad behaviors...
Timing Is Everything: When's the Right Time to Buy an Annuity? Not much in life comes with a guarantee - annuities are an exception. These insurance contracts will guarantee you a fixed income stream in retirement. When it comes to purchasing an annuity, your current...
Celebrating 11 Years of Service Advanced Wealth Strategies is celebrating 11 years of serving their clients, family, friends and the Lake Norman Community, On October 7th, Advanced Wealth Strategies , working with other local businesses, is hosting an end of Summer...
September Is Life Insurance Awareness Month Life insurance is one of those financial products that we put off thinking about. No one wants to talk about the eventuality of them passing away, and we especially don’t like to talk about what would happen if we passed...
EBIKE NOT RIGHT FOR YOU? CONSIDER AN ETRIKE There is so much talk today about electric vehicles' fuel efficiency and economic advantages. While many are considering buying their first electric cars or trucks, others are looking at the vast and varied world of electric...