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Keeping Your Informed with Financial News and Tips

Keep Yourself Safe From Social Security Fraud
January 6, 2019

What would you do, if you received a call from a Social Security representative informing you of a problem with your benefits? Understandably, you might feel frightened, and want to comply with their directions immediately. No one wants to lose their benefits or endure months of hassle with confusing paperwork….

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Rising Medicare Premiums Make an Important Point About Retirement Planning
January 2, 2019

By now, you have probably heard that premiums for Original Medicare Part B, along with deductibles for both Part A and B, were increased just slightly for 2019. This is no surprise, as Medicare premiums and deductibles do change periodically. For those who didn’t hear the news, let’s review the…

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3 End of Year Steps to Take Right Now
December 10, 2018

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the most of 2018 and get 2019 started on…

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Robin Whitlock Featured in This Month’s Edition of “Lake Norman Woman”
December 5, 2018

Our very own Robin Whitlock has been featured in the December issue of Lake Norman Woman magazine.  Congratulations Robin! Click Here to Read the Issue (Visit page 26 to see Robin’s article.)  

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