advancefinancialgroupcfp.com
Advance Financial Group | Kimberley Baker CFP | Winston Salem | NC | Financial Planning|
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Next Phase-Planning for Lifetime Income. At Advance Financial Group, our mission is to get to know you both professionally and personally to better understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Series 6, 7, 63, 65.
advancefinancialgroupcfp.com
Retirement | Advance Financial Group
http://www.advancefinancialgroupcfp.com/resource-center/retirement
Next Phase-Planning for Lifetime Income. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Around the country, attitudes about retirement are shifting. Should You Ever Retire? How to Retire Early. Monthly Social ...
advancefinancialgroupcfp.com
Team
http://www.advancefinancialgroupcfp.com/team
Next Phase-Planning for Lifetime Income. At Advance Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Rhond...
advancefinancialgroupcfp.com
How to Bake a Pie-R-A | Advance Financial Group
http://www.advancefinancialgroupcfp.com/resource-center/retirement/how-to-bake-a-roth-piera
Next Phase-Planning for Lifetime Income. How to Bake a Pie-R-A. Roth IRAs are tax advantaged in a different way from traditional IRAs. What does your home really cost? Social Security: Five Facts You Need to Know. Here are five facts about Social Security that are important to keep in mind. There are a number of ways to withdraw money from a qualified retirement plan. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Have A Question About This Topic?
advancefinancialgroupcfp.com
Investment | Advance Financial Group
http://www.advancefinancialgroupcfp.com/resource-center/investment
Next Phase-Planning for Lifetime Income. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Keys to Investing for Retirement. The Junk Drawer Approach to Investing. How Financia...
advancefinancialgroupcfp.com
Advance Financial Group | Kimberley Baker CFP | Winston Salem | NC | Financial Planning|
http://www.advancefinancialgroupcfp.com/p/useful-links
Next Phase-Planning for Lifetime Income. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Series 6, 7, 63, 65.
advancefinancialgroupcfp.com
Advance Financial Group | Kimberley Baker CFP | Winston Salem | NC | Financial Planning|
http://www.advancefinancialgroupcfp.com/p/our-services
Next Phase-Planning for Lifetime Income. As independent Investment advisors offering fee-based financial planning in the Winston Salem and Lake Norman areas of North Carolina, we present clients as broad and unbiased perspective as possible. Planners are free to consider a full range of options for their clients because we have no allegiance to a major wirehouse, insurance company or bank and their products. Please feel free to. Providing you with a. Analysis report showing you the best strategies for cl...
advancefinancialgroupcfp.com
Advance Financial Group | Kimberley Baker CFP | Winston Salem | NC | Financial Planning|
http://www.advancefinancialgroupcfp.com/p/women-and-investing
Next Phase-Planning for Lifetime Income. Women investors face special challenges that make financial literacy and advanced planning especially important. Women are more likely to outlive their husbands, or be disproportionately affected by a divorce, making long-term financial strategies especially critical. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. Series 6, 7, 63, 65.
advancefinancialgroupcfp.com
Advance Financial Group | Kimberley Baker CFP | Winston Salem | NC | Financial Planning|
http://www.advancefinancialgroupcfp.com/p/social-security-maximization
Next Phase-Planning for Lifetime Income. Five things retirees must know about Social Security Report. One of the biggest mistakes retirees can make is to underestimate the importance of Social Security in their retirement strategies. In an era of vanishing pensions and volatile markets, Social Security offers government guaranteed income that isn't vulnerable to market risk, can't be outlived, and can provide for your loved ones after your death. To help investors learn more about how to maximize their.
advancefinancialgroupcfp.com
Resource Center
http://www.advancefinancialgroupcfp.com/resource-center
Next Phase-Planning for Lifetime Income. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Series 6, 7, 63, 65.
