Monthly Archives: November 2014

20 Nov

Asset Protection for Same-Sex Spouses

As many are aware, North Carolina recently changed its position on same-sex marriage after the Supreme Court decided to let stand five federal appellate court rulings. As a result, October 10th was the first day that the state issued marriage licenses to same-sex couples. Whether you agree or disagree with this change, marriage will provide

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11 Nov

Medicare Open Enrollment Leads to Increased Senior Scamming

Those approaching age 65 should begin their homework to determine which type of Medicare plan will work best for them. Your Medicare election may be more complicated than you realize, as there are several different options depending on your unique situation. First, you must choose between traditional Medicare and a Medicare Advantage plan. Traditional Medicare

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06 Nov

Ultimate Asset Protection Event with Dr. Charles Petty

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Humorous Motivational Speaker Dr. Charles Petty. Dr. Petty has been inducted into the National Speakers’ Association’s Speaker Hall of Fame. In addition, he has spoken in 50 states and 14

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04 Nov

Wealth Management with Denny Marcin

This past week on our radio program, “Asset Protection Today,” on Talk Radio 850 WPTK (AM) with Attorney Bill Alexander, we were delighted to welcome Denny Marcin, a Financial Advisor with the McCarthy Group of RBC Wealth Management located in Raleigh. Denny and his team help clients grow their wealth and plan for retirement. Denny’s

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03 Nov

Annuities as Investment Options

It seems that everyone wants to sell you an annuity for every situation. While annuities sound like safe investment options, they aren’t nearly as good as they sound. Annuities are often complicated legal contracts that consumers do not fully understand. People just don’t know what they’re purchasing. In essence, you are giving up control of

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