The Piedmont Carolinas Group & Piedmont Planning

03/28/2026

04/29/2024

This is a great article that helps explain Fixed Indexed Annuities. They are a wonderful tool that most people should consider using.

They offer a unique combination of growth potential and safety but are complex, and selecting the right one takes thought and research.

09/30/2022

Do you or someone you know have a life insurance policy that you are considering letting go? Don’t just drop or surrender that policy because chances are you can receive a significant payout for that policy. As people get older they often have life insurance policies that they longer need or no longer want to pay for. This is very common. However, most people just let that policy go or surrender it which means that they get nothing for their policy. Contact us today because there is a great chance that your policy is worth something. You have nothing to lose!

11/12/2021

Great article on Long Term Care. People don't realize that medicare does not cover LTC. If you don't properly plan for the possibility of you or a loved one needing Long Term Care then you run the risk of spending all your savings and retirement funds in order to pay for the care you need. Who pays for that help when you can no longer afford to do so? Your loved ones do. Typically that involves not just their assets but also significant amounts of their time. No one wants to put that sort of burden on their loved ones. Call or come see us and let us help you put the right plan in place.

Nearly 70% of retirees will need some type of long-term care. Here are some of the best ways to pay for it, according to financial advisors.

04/13/2021

https://annuityalliance.com/articles/2021-changes-social-security/

Last week, Annuity Alliance discussed some of the changes that will happen to affect retirement planning account in 2021. We touched on how the CARES Act gave some relief to RMDs and also withdrawals from retirement accounts for consumers aged 50 and under.

05/24/2020

Great article about the importance annuities can play in our portfolios. I don’t agree so much with authors dislike towards Indexed Annuities because there are some really terrific index annuities being sold right now.

How the wealthy use annuities should be a blueprint on how everyone uses annuities.

08/11/2019

https://www.thinkadvisor.com/2015/05/05/using-fixed-indexed-annuities-for-retirement-incom/

As the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.

08/11/2019

https://www.investopedia.com/articles/personal-finance/010816/pitfalls-medicare-advantage-plans.asp

A Medicare Advantage plan may help you lower health costs not covered by Medicare but there are definite tradeoffs, compared to classic Medicare/Medigap.

02/21/2018

Great article on LTC. Glad to see Mutual of Omaha getting recognized as the best of the best in this article. We couldn't agree more! They are our favorite traditional LTC carrier now and have been for years.

The best long-term care insurance should be flexible, giving you the most options to customize a policy to best fit your budget.

01/02/2018

https://www.usatoday.com/story/money/2018/01/01/financial-tips-2018-how-get-ahead-taxes-savings-and-insurance/985286001/

Smart moves include analyzing the new tax plan, tweaking your 401(k) and making sure you have the right life insurance.