Today is #NationalNonprofitDay!  Our team at Alloy Wealth Management strives to give back to the community by supporting a wide range of causes including the susan G. Komen and the Wes Maldonado Leukemia Foundation. #giveback

Are you worried about running out of money in retirement? Your spending habits and lifestyle play a role in how fast your funds are used. For more tips on making your savings last, check out this article from U.S. News & World Report, or give us a call! bit.ly/3A1SwVi

As inflation rates ebb and flow, Mark Henry spoke with Chloe Leshner Leshner about how inflation is affecting college tuition prices. Implementing a savings plan like a 529 allows for some cushion around rising inflation rates. Watch below to learn more! vimeo.com/user14179445/r…

Meet Jonathan Kirk! He is our Accredited Asset Management Specialist at Alloy Wealth Management.  Jonathan meets with clients, conducts portfolio reviews and tracks their progress towards their goals. Learn more about Jonathan below: alloywealth.com/team/jonathan-…

Ask an Advisor! What questions do you have about preparing for retirement? Drop your questions below! instagram.com/p/ChvO1SBuAPL/…

Having trouble keeping track of your debt payments? Try out our free debt worksheet to track your progress. Visit the resources page on our website to download the debt worksheet. alloywealth.com

Implementing a spending plan into your day-to-day lifestyle will help keep your finances on track.  Give us a call to set up your personalized spending plan today. 📞: 800-689-3935

The process of planning for retirement can be exciting, but it can also be stressful.  Read our blog below for 10 tips on how to live out a happy and healthy retirement! alloywealth.com/10-tips-for-li…

Just posted a photo @ Alloy Wealth Management instagram.com/p/CiIK9inOcqc/…

Are you a senior looking for programs to help with your property taxes? WCNC Charlotte's Meghan Bragg spoke with Mark Henry about property tax benefits available to Mecklenburg County residents. For more information, watch the full interview below! bit.ly/3TwL5NS

Employee Spotlight!  Meet Kimmy Davis! She is a Senior Case Manager and has been with us since 2019. She handles administrative tasks, client updates and compliance documentation.  Kimmy’s favorite aspect of her job is helping our clients achieve the retirement of their dreams

Happy #National401kDay! Don’t leave free money on the table! Make sure you are contributing enough to get your company’s match. If you have questions about your 401(k), visit our website to connect with a financial advisor today!  alloywealth.com  #LiveLarge

Never forget. instagram.com/p/CiX3aJRu913/…

We recently hosted a private showing of Doug Orchard’s film, “The Baby Boomers Dilemma” at the RedStone Cinema.  The movie is an exposé of America’s retirement experience with an objective look at retirement income for the modern retiree.  Thank you to everyone who attended.

Are you living paycheck to paycheck? In a recent interview with Alex Giles WBTV, Mark Henry discusses why so many people are struggling financially and ways to help you live more comfortably. Watch the interview below and connect with an advisor today. bit.ly/3AzbOAz

As students go back to school, you may be considering starting a college fund for your child.  Not sure where to begin? Set up a meeting with one of our advisors to review all of your options. alloywealth.com

Do you feel like your finances are out of control? Get your financial house back in order by giving these four tips a try!  Read our blog below for more information. alloywealth.com/4-tips-to-get-…

Managing your retirement accounts is the key to living large. Set up a structured plan with one of our advisors today by giving us a call or making an appointment online. 📞: 800-689-3935 #WednesdayWisdom

Market volatility can make managing your own investments a tricky proposition.  Work with an advisor who can set up an investment portfolio that takes into account your risk tolerance, time horizon and goals. Click below to read more! alloyinvestmentmanagement.com/services/inves…

Social Security retirement benefits can be claimed starting at age 62, but that might not be what’s best for you. Use this calculator to find your Full Retirement Age or set up a meeting with an advisor today to learn more about maximizing your benefits.  bit.ly/3UgNg8H