Blog
Life is about a few key, transformative things and this blog (and its writers) may address all of them. To that end, you may see a post about the latest blockbuster movie or about the markets, and you may read about a recent event at our office or a sports game that we attended. All of this is to help us create a community. If you want to join us, learn about us or increase your knowledge; then welcome to the Strategic Planning Group Blog.
Does Social Security Maximization Really Work?
Does Social Security Maximization Really WorkSocial Security Maximization strategies can be effective for some individuals and couples, but it's important to understand the complexities and limitations of the Social Security system...
Read MoreAre your retirement assets tax diversified?
Choosing the right accounts for your retirement savings is important, but it's equally important to consider how you'll withdraw money in retirement…and how those withdrawals will be taxed. You know that diversification can help...
Read More
Emerald Financial Group Hosts Carolina Women Rock
In partnership with Penn Mutual Carolina Partners, 130 local women attended an event dedicated to financial and physical health. The October 17 event took place at the Big Chill inCharlotte, North Carolina. In addition to discussion...
Read MoreReflecting on Trisomy Awareness Month
As Trisomy Awareness month draws to a close, it is always good to take a moment to reflect. Families with a child who has special needs, celebrate each moment they have been given. The Littlest Princess by Tomas H. Parks They say you...
Read MoreTrisomy Awareness Month
March is Trisomy Awareness Month. The 13th was Trisomy 13 Day. In honor of my granddaughter, I wore yellow and green, the colors that represent Trisomy 13 advocacy. Although there are more common forms of Trisomy, the chromosomal...
Read MoreShow All
Top 3 Reasons Millenials Don't Purchase Life Insurance
You may be thinking “I don’t need life insurance!” In reality – NOW is when you should be thinking about your plans for the unexpected. There are three common reasons we always hear as life insurance...
Read MoreThe 4 Discussions You Must Have About Life Insurance
People don’t fully understand all that life insurance can do for them while they are alive. As a result, they miss out on the numerous benefits that make up what many have discovered to be “The Miracle of Life Insurance...
Read More
The Hardest Conversation to Have
When I started in the life insurance industry in 2011, I knew that I had life insurance that my parents bought for me as a child and I had a small policy on myself through my family agent. As I learned more and more about our industry,...
Read More5 Keys to Retiring
What does retiring well look like? How much money do we need? How long will it last? Can I run out of money? What will my lifestyle be like? What if one of us gets sick? All of these questions are of paramount importance to people...
Read More