Preston Kornegay

12/20/2023

If you’re concerned about making your retirement savings last, there are options out there that can help. If you’re ready to build a solid plan to generate income in retirement, let’s talk.

A joint and survivor annuity is designed to provide income to two people in retirement. Here’s how joint and survivor annuities work.

12/18/2023

Building a good financial plan is one of the best ways to eliminate financial stress by getting yourself on a path to reach your financial goals. Reach out to get started.

Building a good financial plan is one of the best ways to eliminate financial stress by getting yourself on a path to reach your financial goals.

12/13/2023

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

12/04/2023

If you’re looking for ways to make the most of this popular retirement savings plan, please reach out.

Here’s everything you need to know about this popular retirement savings plan.

12/01/2023

Independent research finds that investments alone will only take you so far.

Life insurance in a retirement plan? According to a recent analysis from professional services company EY, an integrated approach to long-term financial planning can produce a better outcome in retirement.

11/29/2023

How much you need for retirement is a personal decision. If you’re looking for ways to strengthen your plan, please reach out.

This is how much you want to have saved at each age.

11/28/2023

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2024. Here are the new numbers and a look at how to calculate how they translate into the amount of federal tax you will owe.

We look at the new IRS tax brackets for 2024 and explain how the progressive tax brackets work when it comes to your effective tax rate.

11/21/2023

There are many ways to manage your investments. If you have questions about what to do with yours, please reach out.

Here's everything you need to know about what an asset management company is and what it does

11/20/2023

As you gather with your loved ones this holiday season, take the opportunity to discuss your vision for the future. From securing your estate to planning for retirement, these are crucial conversations that should take place together. I’m here to help you master these talks with confidence, so reach out with any questions. http://spr.ly/6185u2hvJ

11/17/2023

Do you need an estate plan? Our quiz can help you find out.

An estate plan is a key part of estate planning. And it's not just something for the rich and famous, most people need one.