Don’t Miss These 6 Year-End Financial Planning Opportunities
December 1, 2019
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and
Thoughts
Menu
College Savings Plans: Breaking Down the Complexities
November 1, 2019
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other
Be Prepared: 7 Estate Planning Tips
October 1, 2019
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
5 Financial Wellness Tips for the Sandwich Generation
September 1, 2019
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is
8 Simple Tips for Organizing Your Finances
August 1, 2019
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of
Changing Jobs? Don’t Forget Your Retirement Account
July 1, 2019
People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are
5 Tips for Managing a Sudden Financial Windfall
June 1, 2019
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion
Exposing the Top 7 Social Security Myths
May 1, 2019
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully
5 Kid-Friendly Financial Literacy Tips
April 1, 2019
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require
The 5 Phases of Pre-Retirement
March 1, 2019
Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and
Disclosure:
- For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Some of the content provided by Matt Logan Inc. is produced by Oechsli, a non-affiliate of Cetera Advisor Networks LLC.
Securities offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
Online Privacy Policy | Important Disclosures | Business Continuity
Contact
- Fax: 336-540-8100
- 3824 North Elm Street Suite 101 Greensboro, NC 27455
- Series 7, Series 66, Series 24 Life and Health Insurance
