Preston Shuford: Financial Professional, MassMutual Carolinas

Preston Shuford: Financial Professional, MassMutual Carolinas Helping individuals and families make smart financial decisions for their future.

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversatio...
09/15/2026

As more Americans reach retirement age, the need for retirement income planning continues to grow. Start the conversation early to help clients prepare for a confident transition into retirement. Let's connect.

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans a...
09/12/2026

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

Why do I owe capital gains tax if I didn't sell anything?It is a question many investors ask when reviewing their tax do...
09/07/2026

Why do I owe capital gains tax if I didn't sell anything?

It is a question many investors ask when reviewing their tax documents.

In some cases, mutual funds distribute capital gains generated by the fund's investment activity. These distributions can create a tax liability for shareholders, even if they never sold a single share.

Understanding how these distributions work can help reduce surprises at tax time and provide greater clarity for your investment and tax planning decisions.

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability...
09/05/2026

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability — even if you continue working in another role.

Managing debt can feel challenging, especially when juggling multiple financial priorities.Whether it is student loans, ...
09/04/2026

Managing debt can feel challenging, especially when juggling multiple financial priorities.

Whether it is student loans, a mortgage, or other obligations, understanding your options and having a clear plan can help you make decisions with greater confidence.

Financial progress is rarely built on one big decision. More often, it comes from understanding trade-offs, making thoughtful choices, and taking the next step forward with clarity.

Sports have a lot to teach us about financial planning.As football season gets underway, we took a look at six familiar ...
09/03/2026

Sports have a lot to teach us about financial planning.

As football season gets underway, we took a look at six familiar sports lessons and how they can apply to the way we approach our financial lives.

From playing the long game to protecting what you’ve built, staying consistent, working as a team, and avoiding the financial Hail Mary, these lessons are a fun reminder that good planning is rarely about one perfect play.

09/02/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Life insurance isn’t one-size-fits-all. That’s why we’re introducing two new waysto support your needs: Whole Life 95 an...
09/01/2026

Life insurance isn’t one-size-fits-all. That’s why we’re introducing two new ways
to support your needs: Whole Life 95 and Whole Life Guard 10 Pay.

Life is confusing. Life insurance doesn’t have to be. This September, let’s make sure you are protected.
08/31/2026

Life is confusing. Life insurance doesn’t have to be. This September, let’s make sure you are protected.

08/31/2026

Transferring wealth can be a complex topic for loved ones. All the more reason to talk about it. These conversation starters for spouses, family, and parents can help you get started: https://bit.ly/4gILd9o.

Address

4350 Congress Street, Suite 300
Charlotte, NC
28209

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+17046896711

Website

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