Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and security in a phase of life when your regular earnings might taper off. Retirement planning is inherently complex, involving numerous variables—not just how much you’ve saved. You need to assess

A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like a vacation—for the rest of their lives! (And isn’t that what retirement should feel like?) Even if you’re not worried about having enough… not only money to retire in Hawaii,

Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding! This learning can all be done through our guide that dives into the 6 financial steps for women. Women live longer than men and are increasingly seeking their own financial

After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop up time and time again. As a firm, we’ve grown adept at understanding how these challenges affect Atrium Health employees and how to best address them. Look through this list

You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into learning how you can maximize your Atrium Health benefits package. Get The Full 401(k) Employer Match Offered By Your Atrium Health Benefits Each year, Atrium Health will contribute 2% of

Debating whether you should pay off mortgage debt early or invest money? This decision becomes particularly pressing when you experience a positive change in your financial situation—perhaps through a salary increase, work bonus, inheritance, or business windfall. The complexity of this choice stems from the fact that both options can

It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra time to travel, pursue hobbies, and spend quality time with family and friends. You’ve certainly earned this time to relax and recharge and will likely want to make the most

Many of us spend our lives dreaming up travel plans with the hope that one day we can make those dreams a reality in retirement. Yet, when that day comes, many retirees find themselves unprepared for the added costs associated with traveling and they never achieve the dream lifestyle they

Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America employee—I’m acutely aware of the company’s employee benefits package and its nuances.  In this article, I’ll walk you through some simple ways to optimize your