There’s a lot of debate surrounding Long-Term Care (LTC) insurance. There’s a lot of debate surrounding Long-Term Care (LTC) insurance. What if you don’t need it? Would you be throwing…
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In order to start to understand how Medicare works, it’s helpful to have a bit of background. Both the Medicare and Medicaid programs were signed into law in 1965 by…
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September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What life insurance can you borrow from?” Since life insurance policies come in so many forms,…
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What is the "One Big Beautiful Bill Act" (OBBBA)? The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a sweeping piece of legislation that touches…
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Financial freedom in retirement means more than just having enough money, it means having choices. Putting a comprehensive retirement plan in place can not only help you take control of…
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In the past, annuities have been a topic avoided by many, but lately interest levels have risen—a lot. In fact, online searches for terms like “annuities” and “pensions” are up…
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It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that in with on-again off-again tariffs, and it’s a good time to assess if your accumulated…
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Long-term care—help with daily living activities—is something many people will need, yet it’s not covered by Medicare. It’s important to prepare for the potential need for care. Financial planning can…
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Nearly everyone needs an estate plan. Here’s how the right plan can help you protect your family. “Estate planning is only for the extremely wealthy. I don’t have enough assets…
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Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement,…
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24th Floor – Suite 2443
Winston Salem, NC 27101-3885
24th Floor – Suite 2443
Winston Salem, NC 27101-3885
Call: (336) 745-8060
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