Price Services Group, LLC

Price Services Group, LLC Find the right insurance plan today (at no cost to you). I help individuals and families of all ages get the maximum coverage at the lowest possible rate.

What's SPF? S (Savings): Did your summer travels impact your emergency fund, or were you able to stay on course?P (Plann...
09/03/2026

What's SPF?

S (Savings): Did your summer travels impact your emergency fund, or were you able to stay on course?

P (Planning): Are you aware of your expenses for September?

F (Flexibility): Are you making space for unexpected fun as we head into late fall?

https://priceservicesgroup.com/

It all starts somewhere.At the headwaters of the Mississippi River in Minnesota, the river begins so small that you can ...
08/31/2026

It all starts somewhere.

At the headwaters of the Mississippi River in Minnesota, the river begins so small that you can walk across it—carefully balancing from one rock to the next. It is hard to imagine that this shallow stream will eventually become one of the largest rivers in the country.

A retirement plan can begin the same way.

When you are young, the first contributions may seem small. But every dollar saved and every thoughtful financial decision can help build momentum over time. You do not need to have everything figured out today. You simply need to choose your first rock and take the next step.

As September begins, let this be your Monday morning reminder: meaningful journeys often have very modest beginnings.

Start where you are. Keep moving forward. Give your retirement savings time to grow into something much bigger.

What small step can you take toward your financial future this week?

Before the weekend starts, here’s one financial question worth thinking about:The question I always ask myself, even as ...
08/30/2026

Before the weekend starts, here’s one financial question worth thinking about:

The question I always ask myself, even as a financial advisor, if life looked different five years from now, would your current financial plan still make sense?

A lot can change — retirement goals, income, family needs, taxes, health care costs and the way you want to spend your time. Because of this I am always reveiwing for myself as well.

You don’t have to have every answer today. But it may be worth taking a few minutes to see whether your financial strategy still matches where you want to go.

Sometimes weekends are a great time to start the conversation.

Are you saving enough for retirement?That is an important question, but it may not be the only one you need to ask. If y...
08/30/2026

Are you saving enough for retirement?

That is an important question, but it may not be the only one you need to ask. If you are in your 40s, planning now gives you something valuable: time.

If you eventually need long-term care, will your retirement plan be ready? My article in this link https://price-services-group.reliablereads.com/

This is a great article that a colleague of mine from the financial industry sent me - it is published by the Fidelity r...
08/29/2026

This is a great article that a colleague of mine from the financial industry sent me - it is published by the Fidelity research center. It is about a 6 minute read and starts by talking about Social Security replacing roughly 40% of pre-retirement income for the average American worker, according to the Social Security Administration. That leaves a massive shortfall between what you receive each month and what your basic bills demand you pay.

And look at pensions have nearly vanished from the private sector, with only about 14% of Generation X workers holding a pension plan, according to the National Institute on Retirement Security. It ends by saying - run your numbers with your advisor. Read the Article - Run Your Numbers - then Let's Talk.

https://www.msn.com/en-us/money/other/fidelity-finds-a-ticking-time-bomb-in-retirement-plans/ar-AA20M5kl?ocid=socialshare

Planning everyday tasks, like school shopping, can have long-term benefits for your retirement. Having a retirement stra...
08/20/2026

Planning everyday tasks, like school shopping, can have long-term benefits for your retirement. Having a retirement strategy is crucial, even during the busy years of raising children.

💰 Save this post to help you avoid overspending on your shopping next week!

A recent Gallup/Edward Jones study found Americans are experimenting with AI for financial guidance, but trust in profes...
08/17/2026

A recent Gallup/Edward Jones study found Americans are experimenting with AI for financial guidance, but trust in professional financial advisors remains the one thing that really understands you.

While it's exciting to see the rise of artificial intelligence in managing finances, it’s important to remember the value that experienced financial advisors bring to the table. I offer personalized advice, emotional support during market fluctuations, and a deep understanding of complex financial products that AI may not fully replicate.

As we embrace new technologies, but the human touch that can make all the difference in our financial journeys!
https://priceservicesgroup.com/

08/14/2026

Have you seen a lot about annuities and wondered what an annuity calculation would look like?

Annuities can be a great way to secure your financial future, but understanding how they work is crucial!

If you have questions or want to learn more about calculating annuities, drop them in the comments! Or feel free to use may annuity calculator on this .

Address

1108 New Pointe Boulevard, Ste. 130, PMB 1073
Leland, NC
28451

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Monday 9am - 11pm
Tuesday 10am - 11pm
Wednesday 9am - 11pm
Thursday 9am - 11pm
Friday 9am - 11pm
Saturday 9am - 11pm
Sunday 9am - 11pm

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