Medicare IRMAA: What is It and How Could It Impact Your Retirement? read more Retirement Planning December 3, 2024 Wingate Wealth Advisors named to CNBC Financial Advisor 100 List for 2024 read more General Wingate Wealth Advisors is honored to have been named to the annual CNBCFinancial Advisor...
An agreed-upon, stated amount one pays for a service or privilege. For example, one may be required to pay a fee to attend college, to open an account with abrokerage, or to do any number of other things. Fees are stated and are usually standardized for the person or organization recei...
for Social Security optimization, Medicare plans and pension payment options. We will look at all pieces to see if you are on track and make recommendations as appropriate. Your retirement plan will be updated and maintained during your working years so that you can enjoy the lifestyle you ...
m fortunate to have good income and knew I needed help to make my money work for me other than just saving it. I did a ton of research on financial advisors and found Kevin through an article on a nursing website, this was important to me as he had experience working with other ...
Fee-Only Financial Advisors never earn commission or sell investment products. Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals. Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own. Indep...
How active do you plan on being? Will you be traveling? How often? How much income do you need each year in retirement? When should you take social security? When do you need to apply for medicare? These are just a small sample of the questions that you need to answer while planning...