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Charlotte, North Carolina , 28226


Private Wealth Management For Select Individuals

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How do I retire at 50?

CNBC presents some saving strategies to consider if you plan to retire early: http://tinyurl.com/y8dewlta

I don't have "a lot" of money, why should I talk to a Financial Advisor?

WiseBread covers 7 situations where hiring a financial advisor is optimal:

http://tinyurl.com/n7pe8ve (read this article)

  1. Ruinous Debt
  2. Career Change
  3. Sudden Wealth
  4. Death in the Family
  5. Passing on a Family Business

10 Fastest Growing Costs to Seniors

What costs have risen the most for seniors since 2000? The Motley Fool shares some data @ http://tinyurl.com/y8aoef2m

We don't have any kids, Why should we have an Estate Plan?

No heirs, no kids? You should still have an estate plan. CNBC explains why @ http://tinyurl.com/y8jlpouw

Scared the Stock Market is Too High or Too Risky?.....

Fear should not impede your financial strategy. This USA TODAY article shares a cautionary tale: http://tinyurl.com/ybe3jex2

"It must be true, I read it online"..... Thank again

Reuters looks at how to protect yourself from financial fake news: http://tinyurl.com/kpfvm2c

Do you have enough money for Retirement? Are you doing this?

MarketWatch offers a financial to-do list for your forties:

http://tinyurl.com/ycgunjqy

Maybe Women are the Smarter Sex.......

Did women investors do better than men in 2016? A new Fidelity Investments study says yes.

More @ USA TODAY: http://tinyurl.com/y7hfef3o

Getting Ready to Retire? How Can You Make the Money Last?

All retirees should plan to avoid these portfolio missteps, identified by U.S. News:

http://tinyurl.com/mwo7pzv

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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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