8008 Corporate Center Dr  - Suite 115 
Charlotte, North Carolina , 28226


Private Wealth Management For Select Individuals

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Benefits for filing for Social Security at Full Retirement Age (FRA)

Why should you wait until age 66 or 67 to claim Social Security? The Motley Fool lists 3 good reasons @ https://tinyurl.com/y4gaeo67

Have a will?...Be Honest!

A candid, straightforward Forbes article lists 3 lies people tell themselves about estate planning: https://tinyurl.com/y4j4e5r8

Is Life Insurance a Retirement Vehicle?

Forbes explains how whole or universal life insurance can become the core of a retirement strategy: https://tinyurl.com/y6pdlm5l

Is Life Insurance a Retirement Vehicle?

Forbes explains how whole or universal life insurance can become the core of a retirement strategy: https://tinyurl.com/y6pdlm5l

Now I am Retired, Can Someone Explain Healthcare?!

What are the health insurance options for retirees too young for Medicare? Yahoo! Finance looks at several: http://tinyurl.com/y3m7vd9s

Client tells me they want to retire. Then I ask them to describe it and they are lost ....

 What should I think about? Kiplinger.com lists 8 steps you might want to consider taking if you are getting ready for retirement @ https://tinyurl.com/ycnsvdxm

A client recently bemoaned that she can't get her kid out of the house.....

Here are ways to empower them

Bankrate presents some money moves to consider for young adults living with parents: https://tinyurl.com/ybxqj8ed

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Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

If you are receiving solicitations to buy or sell products from TCA Financial Group outside of North Carolina, please do not respond. We are located only in North Carolina with no TCA Financial representatives outside of this state.

 

 

 

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

If you are receiving solicitations to buy or sell products from TCA Financial Group outside of North Carolina, please do not respond. We are located only in North Carolina with no TCA Financial representatives outside of this state.

 

 

 

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