Income

9 Facts About Retirement

Tip: Nearly 80% of workers expect to work for pay in retirement, but only 29% of retirees actually have done so. 
Source: 2017 Retirement Confidence Survey, EBRI

Social Security: The Elephant in the Room

 

For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and “OASDI” (Federal Insurance Contributions Act and Old Age, Survivors and Disability Insurance). It hinted at a future that seemed both intangible and faraway.

Maintaining Your Financial Records: The Importance of Being Organized

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly.

Extended Care: A Patchwork of Possibilities

 

What Is My Current Net Worth?

 
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Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Crescent Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Gary Deese is licensed to do business in the following states:  SC, NC, GA, CO (securites) and SC, NC, GA, FL (insurance).

Ryan Tripp is licensed to do business in the following states:  SC, NC, GA (securities and insurance).

 

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