There is a good chance you can think back to a time in your life when you felt like you were “sold something.” Perhaps you were a little confused – and still are – as to why you bought it. Perhaps you had buyer’s remorse. Or, just plain and simple, you bought something purely out…
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Like most answers we give…it depends. The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans. There were also some important tax planning notes. Some of these changes were much needed, some were unwanted, and some will require immediate attention. There also…
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I have a confession to make: I love watching the talent on some of today’s reality shows. It is absolutely wonderful to see every day people working to fulfill their lifelong dreams of turning their passion into a career. Several years ago, on The Voice, Danielle Bradbery, a young lady from Texas who was 16…
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Do you know how much you can spend in retirement and stay retired successfully? Based on statistics, my bet is that most people don’t. Get this. Fifty percent of retirees are actually saving money. Another twenty-seven percent are only spending their income.1* If these numbers are accurate, this leaves less than a quarter of retirees…
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Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain – second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing. Much of the value we provide doesn’t come…
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Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. 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.