Month: March 2021

Basket

One Basket

We’ve all heard the old adage, “Don’t put all of your eggs in one basket.” These words speak truly great advice and have led to many a success. However, it has led many others to scratch their heads and wonder, “So, what baskets should I use? And how many are we talking about?” In this…
Read more


March 22, 2021 0
Worried

Is Your Estate Plan What You Think It Is?

You finally got your Will done. So, your estate plan is complete, right? Well… maybe not. Donna was a widow for many years before she died. She had updated all of her legal documents just a couple of years beforehand. Her goal was to make sure everything went equally to her three kids and to…
Read more


March 15, 2021 0
Flunk

Will You Flunk Retirement?

Today’s 70 is yesterday’s 50. Today’s 70-year-olds are performing mentally and even physically the way 50-year-olds did in the past. Most of us will live 20-30 years longer than our grandparents and parents; thus, retirement will be 20 to 30 years longer than it was for generations before us. It is no longer enough to…
Read more


March 10, 2021 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.