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6100 Fairview Road, Suite 1215

Charlotte, NC28210
Phone: (704) 442-4402   Fax: (704) 442-4403   Email: nbrandon@byronfin.com

LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Goals
How much do you need to save each year to meet your long-term financial goals?

Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Testing Your Liability Limits
This quiz tests the reader’s understanding of personal liability.

Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

A Question of Identity
Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

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