What does retirement planning have in common with growing a garden?

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Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?

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In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…

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It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...

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Phone: 704-529-9500

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors,

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What can we learn about retirement planning from these popular board games?

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Tune in as Kevin dives into some interesting retirement demographics and shares how they play a role in his planning process.

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Phone: 704-529-9500

In light of Valentine’s Day, let’s talk about the five love languages: acts of service, quality time, words of affirmation, gifts, and touch. Made popular by the marriage counselor and author, Gary Chapman, let’s see how you may encounter these love languages when it comes to financial planning.

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Phone: 704-529-9500

Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won’t be retiring anytime soon, but let’s still see what we can learn about retirement planning from these quotes from the Chiefs coach.

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Phone: 704-529-9500

Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let’s see how we can apply a few of her quotes to our financial life…

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Phone: 704-529-9500