Montgomery Business Journal
Jennifer Stewart Kornegay
Wednesday, January 13, 2021
When it comes to wealth management, money matters, but the “management” half of the phrase is equally important and relies on relationships.
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Anne Ferrell Dalton
Monday, January 11, 2021
Anne Ferrell Dalton
Monday, March 2, 2020
Wednesday, May 1, 2019
While it’s never too early to start thinking about retirement, the most important planning for your transition into retirement should start at least five to 10 years in advance. Early planning gives you time to catch up—or adjust your retirement date—if your savings and investment strategy is inadequate. It also al-lows you to start investing in different types of accounts—taxable, tax-free and tax-deferred—that will give you more flexibility in retirement.
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