Allegacy Investment Group, Available through CFS

Allegacy Investment Group, Available through CFS Allegacy Investment Group

12/03/2024

Due to inclement weather all financial centers will open today at 10am. Don't forget you may access your accounts via WebBanking and our mobile app.

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence. ...
03/07/2024

February saw modest gains thanks to upbeat corporate reports and investor enthusiasm regarding artificial intelligence.

Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
03/06/2024

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
03/04/2024

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
03/01/2024

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

You've allocated your assets; you just may not realize it yet.
02/28/2024

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Your needs don’t stay the same when the nest empties, but what changes?
02/27/2024

Your needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Learn more about whether you need to pay estimated taxes.
02/23/2024

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
02/21/2024

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
02/19/2024

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
02/16/2024

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.
02/14/2024

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

Address

1691 Westbook Plaza Drive
Winston-Salem, NC
27103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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