Even if you diligently save and invest, a few oversights can undermine your efforts and lead to financial headaches later in life. Below, we’ll cover six of the most common, and costly, retirement mistakes to avoid. By staying informed and proactive, you can position yourself for a more secure and fulfilling retirement. Please remember this […]
Avoid These Costly Retirement Mistakes Read More »
Retirement can feel like something to worry about “later.” But the truth is, “later” arrives more quickly than most people realize. Early and consistent investing is the key to achieving the peaceful, financially secure retirement many envision. Here at Great Plans Capital Management, we encourage individuals to adopt a forward-thinking strategy, focusing on long-term growth
Invest Now, Relax Later Read More »
When you think about retirement, you’re probably dreaming of all the travel, hobbies, and all the time with loved ones you’ll be able to enjoy. But one major factor that can impact those dreams is healthcare costs. You may not anticipate anything happening, and we really hope nothing does, but you need to have a
Planning for Healthcare Costs in Retirement: What You Need to Know Read More »
Market volatility refers to significant swings in the price of investments like stocks, bonds, and mutual funds. These price changes happen for various reasons, including economic shifts, global events, or even investor emotions. While it might feel unsettling, volatility is not inherently bad. It reflects the market’s dynamic nature and creates opportunities for investors who
How to Navigate Market Volatility Without Panic Selling Read More »
This new year, there’s a lot happening in the financial world. At Great Plans Financial Management, we’re keeping a close eye on key trends, from shifting interest rates to a global economy that’s finding its footing after a few turbulent years. We know that everyday life and politics are already taking up your mind, that’s
2025: Interest Rates, the Global Economy, and How You Can Prepare Read More »
If you’re ready to take control of your financial future read this article and start building a plan that supports your goals and safeguards your financial well-being.
Navigating Economic Uncertainty: Financial Strategies for Stability Read More »
Discover how Great Plains Financial Advising personalizes your savings goals based on your unique financial situation.
How Much is Enough? Crafting Your Personalized Savings Goals Read More »
Explore whether annuities are the right choice for your retirement plan with Great Plans Capital Management.
Understanding Annuities: Are They Right for Your Retirement Plan? Read More »
If you’re ready to take control of your financial future read this article and start building a plan that supports your goals and safeguards your financial well-being.
Navigating Economic Uncertainty: Financial Strategies for Stability Read More »
Great Plans Capital Management can streamline your financial strategy and reduce your tax burden. Start planning today to take control of your financial future and ensure a smoother tax season next year.
Optimize Your Finances with Strategic Tax Planning Read More »
Our allegiance to your financial prosperity extends beyond singular consultation sessions. We extend ongoing support and a wealth of educational tools to help you maintain momentum and steadily advance towards your objectives.
Schedule an appointment with us or call (919) 777-8481 today to talk about your financial future.
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This website is a publication of Great Plans Capital Management, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
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