Rate Of Return
MINT HILL, NC - What does the phrase “rate of return” mean to you? What if I told you fear and greed play a...
Understanding Your IRA – And Your Options
MINT HILL, NC - Last week we covered qualified retirement plans and this week we will discuss IRA options. The two most popular types...
Employer Retirement Plans
MINT HILL, NC - Retirement plans offered through employers include 401(k), 403(b), and profit-sharing plans. If you have access to a retirement plan with...
Financial Independence Aka Retirement Planning – Introduction
MINT HILL, NC - This week we continue our financial planning process with retirement planning. At Fulcrum, our goal is to help you develop...
Midterms & Markets
MINT HILL, NC - This week I would like to talk about the upcoming midterm election on November 8th…Dun Dun Dun. We will pick...
Long-Term Care – Is It important?
MINT HILL, NC - Long-term care planning is important in today’s world. The main reason is that people are living longer and not to...