Estimated Read Time: 2-3 Minutes Today I just wanted to walk down memory lane and share a small story where I learned a BIG lesson. To the Abingdon office clients, you know my mom, Sharon, as the lady with the friendly smile that welcomes you in the office or answers the phone with a warm welcome. T…Read More
Estimated Read Time: 3-4 minutes Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet to begin saving for retirement. In a recent financial industry survey, 35% of small business owners said they were planning to use the sal…Read More
Estimated Read Time: 3-4 Minutes An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties…Read More
Estimated Read Time: 2-3 Minutes Do you fear you are saving for retirement too late? Plan to address that anxiety with some creative retirement planning. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to generate a fund for your future and to s…Read More
Estimated Read Time: 2-3 Minutes Your investment portfolio may be off-kilter, and you may not even know it. Is a higher than wanted percentage of your portfolio held in equities? Perhaps it is without you realizing it. You could invite this risk, and others, if you go too long without rebalancing …Read More
Estimated Read Time: 3-4 Minutes We’ve all heard the nightmare stories of people making big mistakes that lead to a job greeting at the entrance of the local shopping center. But what exactly are some things that may have gone wrong for people? We will go through some very practical things you sho…Read More
Estimated Read Time: 2-3 minutes Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Gene…Read More
Estimated Read Time: 3-4 Minutes Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement planning, even if the money is later restored. In a financial crunch, a retirement account may seem like a grea…Read More
Thinking of this gives a rush of thoughts heralding through my mind. For many years, I can't remember even one Christmas that I was not able to be with our Carolina family. For the last 42 years since being married to Sharon, we have been blessed to make it home with our family on Christmas Eve. Ye…Read More
The leaves have fallen and the crisp wintery air nips at your nose. The scent of pumpkin spice and cinnamon apple flows. Thanksgiving is here and families start to gather for a big feast; Turkey, stuffing, mashed potatoes and don’t forget the roast beast. It’s that time of year when we love to g…Read More
