There’s no place like home for the holidays…
Step outside of your comfort and make reviewing your finances a priority.
Many times, people hear about new and exciting strategies and think these new strategies are their ticket to financial success. However, many times taking simple steps can lead to just as much success and be much more sustainable in the long term.
We have big news here at Plybon & Associates- we moved offices to a new space at Revolution Mill. We are excited to be a part of a vibrant and growing space here in Greensboro.
What you see on the outside doesn’t explain all the behind-the-scenes work going on…this includes all the financial prep behind living a good life.
Insurance is something that many people don’t like to talk about. Whether it’s pet insurance, life insurance, health insurance, or any other type of insurance, it’s a topic that people don’t find very exciting. Most people don’t enjoy paying their insurance premiums every month, or every year.
59 ½ is a big age for retirement savers. Once reaching 59 ½, participants in qualified retirement accounts (401k, IRAs, etc.) may withdrawal funds penalty-free.
Planning a trip or vacation actually has a lot of parallels to building a financial plan.
As a financial firm, we work with “how much” questions all the time. As a team with life insurance expertise, one ‘how much question’ we hear quite often is, “How much life insurance coverage does my family need?”
Here at Plybon and Associates, we pride ourselves on taking the big picture into account and always make sure that we are helping YOU reach YOUR goals.