by Steve | Mar 18, 2019 | News and Updates
When you started saving in your 401(k)/403(b) plan you probably did not think I want to go into business with the Government, but that is exactly what happened. Qualified retirement accounts (401(k), 403(b) IRAs) were a great deal when they were set up because the top...
by Steve | Sep 5, 2018 | Questions and Answers
I was approached by an NC State Employee who had worked for the State of NC for 30 years but was only 56. They had talked with the State Retirement System and were told that they had the option of starting Social Security early. Now let me clarify that this was...
by Steve | Feb 26, 2018 | News and Updates
If you own a home do you have homeowner’s insurance? Sure, you do because if something major happens to your house you want to be able to replace it. In 2014 only 5.3% of all homeowners made a claim on their policy and this includes everything from fire to theft. If...
by Steve | Dec 14, 2017 | News and Updates
In my younger days, I worked at a summer camp. Those summers were some of the best times of my life! The comradery between the staffs and the chance to serve as a role model for the kids made every day a great one. However, one of the challenges of being a role model...
by Steve | Oct 25, 2017 | News and Updates
Over the last 6 years, I have become known as an expert in Social Security. My company started as a resource for education, analysis and consulting on the subject. For the last 7 months, I have been deeply involved in retirement planning for an insurance...
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