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…
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 ,…
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…
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…
Your Guide to What to Know Before Retiring Early Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire…
Your Guide to Equity Compensation – Equity compensation is an attractive benefit that many companies offer to employees. It can be a valuable way to reward and motivate employees by…
What is the Pension Protection Act? The Pension Protection Act (PPA) is a federal law that was passed in 2006. It was designed to strengthen the funding of defined-benefit pension…
8 Step Summer Financial Checkup If you find yourself with some extra time on your hands in the upcoming months, you may want to use this opportunity to check in…
What are Health Savings Accounts and How Should They Be Used A Health Savings Account (HSA) gives people an efficient way for covered individuals to pay out-of-pocket health insurance expenses. The…
While retirement may seem light-years away, any seasoned financial professional will tell you that planning for your golden years should start as early as possible. Although it can be hard…
