Busy Week

Busy Week

This week started with a series of 3 educational events. The first was a pilot program sponsored by Municipal Benefits with the Town of Apex. Special thank you to Eleanor Green for working with us and gathering a great group of employees to learn about how to best use...
Is Social Security a Ponzi Scheme?

Is Social Security a Ponzi Scheme?

Well, it happened again. I was on Facebook looking at pictures of friends and trying to ignore political posts when a post came up about Social Security. This always intrigues me, so I opened the link and while I agree with some of their analysis it is not completely...

What is your number?

I recently saw an article that emphasized that you should have some magic number of assets saved up for retirement. While I agree that the assets play an important part in retirement planning, often they are underfunded and other saving objectives throughout life have...
Rocky Mount Educational Event

Rocky Mount Educational Event

We had a great event at Benvenue Country Club in Rocky Mount NC. At a lunch meeting, I had the opportunity to share how to get more out of Social Security benefits for a group of about 15 people. Special thanks to Jolley Asset Management for hosting this event. We...

New Social Security SCAM

I was sent an article that recently appeared in the McDowell News, a local paper in the mountains of NC, that details a new scam meant to first scare people about Social Security and falsely uses a reputable source in the community as a source of the information. The...