Steve Rohr - TruNorth Advisors

02/08/2025

Curious as to how your retirement plan is shaping out?
Let me know!

Estate Planning: Ensuring Your Financial Legacy by mattdixon | Nov 19, 2024 | finance, greenville, matt dixon An essential part of financial management that often receives less attention than it deserves is estate planning. However, overlooking property-making plans will have great results for both....

11/21/2024

I had the privilege Tuesday night of speaking to a room full of men and women here in Greer, South Carolina, about the logistics of integrating Wills or Trusts into one's Retirement Plan.

In my office we focus on ensuring our clients have a complete comprehensive financial strategy set up that encompasses Income Planning, Investment Planning, Health Care Planning, Legacy Planning, and TAX Planning. Please feel free to reach out if you would like to talk!

08/27/2024

If you have a large estate, or have a loved one who does, consider the approach of gifting during one's lifetime as a strategy to help reduce estate taxes! Here's a well-written article giving a brief overview of the concept.

If you find this tax strategy intriguing, let's talk!

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

07/16/2024

There has been a lot going on behind the scenes this year!!

Long story short, conversations began and I received an offer that I ultimately accepted to now be an Advisor with a different company.

I’ll be doing nearly everything I’ve always done, just a few blocks away from where I was before, and with the ability to focus soley on keeping face to face meetings with everyone I care about and everyone that would like me to work with them to achieve their goals.

If anyone has any questions about logistics or would like to talk for the first time if we haven’t yet, feel free to reach out to me!!

God bless!

12/20/2023

11/12/2023

I’m going to start showing this video to my clients when I ask them what sort of lifestyles they’d like to have in retirement and they tell me they have no idea.

Crazy Rocketman Santa takes off in his Rocket Sleigh.

10/30/2023

To reach your financial goals, and even leave a legacy, you’ll need a good plan. And that starts with a good advisor. Not sure how to go about finding one? Reach out and let’s talk. I can give you some things to look for (and some to watch out for).

10/15/2023

Half of Americans who live to age 65 will need long-term care. That’s a lot of people, and it can cost a lot, too. Planning now can help save you money and stress, while offering the flexibility to choose the right care for you, if you ever need it. Reach out and let’s talk.

10/15/2023

Whether you’re just starting to invest or have been investing for years, it can be difficult to know which types of investments are best suited for your current situation. Reach out if you’d like help managing your portfolio.

Learn more about common types of investments—including mutual funds, stocks, bonds and exchange-traded funds.

10/15/2023

Northwestern Mutual announced their 2024 dividend payout— an expected $7.3 billion. The largest-ever. I’m proud to be part of a company that shares their success with clients, and whose financial strength allows us to be there for them through all economic conditions. Get more details: http://spr.ly/6185unDAP

10/12/2023

This is incredibly exciting, guys! Everyone who has a Northwestern Annuity, Disability policy, and/or Whole Life Policy, should be pumped about this. No one else in the industry is paying out dividends even close to this for their policy owners.

If you haven’t built in any safe money assets to your balance sheet yet and have questions about changing that, hit me up today!!

Northwestern Mutual announced today that it will continue its longstanding tradition of awarding its policyowners a record-setting and industry-leading annual dividend – a sum expected to reach...