Retirement Planning

When to Stop Saving for Retirement is a personalized decision, and finding the right moment depends on several important factors.…

Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and…

A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like…

Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding!…

After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop…

You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into…

Debating whether you should pay off mortgage debt early or invest money? This decision becomes particularly pressing when you experience…

It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra…

Many of us spend our lives dreaming up travel plans with the hope that one day we can make those…

Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of…