Deneault & Greyard

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College, kids and costs.
10/26/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

A disability could keep you from work and increase costs. How can you protect yourself?
10/23/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

10/21/2026

If someone offered you $2,000,000 vs. $2,500,000, which would you take?

Business owners planning to exit make this mistake all the time. It's not as simple as taking the bigger number.

What matters is the deal structure and how much actually ends up in your pocket (and when it ends up in your pocket).

Your exit will probably be the biggest transaction of your life, plan for it accordingly.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
10/21/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
10/19/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

10/16/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

10/14/2026

Social Security benefits will increase by 3.6% next year.

If your family also receives a Pension (or will in the future), there is a good chance your Pension benefit will not increase with inflation (or won't keep up).

What does that mean for you?

You need to be investing in a way that will cover your future expenses.

Cash flow may seem fine right now, but after 15 years with no inflation adjustment to your Pension, your Pension check will not go nearly as far as it does now.

10/14/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

10/12/2026

Why we do what we do:

It isn't whether you should have auto insurance - it's what kind you should have.
10/12/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Address

5950 Fairview Road, Suite 250
Charlotte, NC
28210

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