Retirement Planners Charlotte NC
Retirement planners provide detailed information about retirement benefits and counseling services. Read on to find retirement planners in Charlotte and get access to information on 401k plans, self-employed planning, retirement investments, pensions development, retirement savings, pre-retirement planning, and post-retirement planning, as well as advice and content on retirement activities.
Giles Almond
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC
Giles Almond
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC 28202
Expertises
Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CIMA, CPA/PFS
Data Provided by:
Cheryl Sherrard
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC
Cheryl Sherrard
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC 28202
Expertises
Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, ATP, CFP®
Data Provided by:
Brian Terry
Cornerstone Financial Planners, LLC
(704) 906-2919
3533 Keithcastle Court
Charlotte, NC
Brian Terry
Cornerstone Financial Planners, LLC
(704) 906-2919
3533 Keithcastle Court
Charlotte, NC 28210
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Karen Keatley
Keatley Wealth Management, LLC
(704) 540-5535
3514 Kingsmeade Court
Charlotte, NC
Karen Keatley
Keatley Wealth Management, LLC
(704) 540-5535
3514 Kingsmeade Court
Charlotte, NC 28226
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®
Data Provided by:
Daniel Grover
Ronald Blue & Co., LLC
(704) 759-9060
10706 Sikes Place, Suite 175
Charlotte, NC
Daniel Grover
Ronald Blue & Co., LLC
(704) 759-9060
10706 Sikes Place, Suite 175
Charlotte, NC 28277
Expertises
Planning Issues for Business Owners, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS
Data Provided by:
Marilyn Spencer
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC
Marilyn Spencer
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC 28202
Expertises
Tax Planning, College/Education Planning, Women's Financial Planning Issues, Middle Income Client Needs, Socially Responsible Investments, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®, EA
Data Provided by:
Jonie Parks
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC
Jonie Parks
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC 28202
Expertises
Advising Medical Professionals, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Brian Fenn
Carolina Capital Consulting, Inc.
(704) 541-3199
3111 Springbank Lane, Suite B
Charlotte, NC
Brian Fenn
Carolina Capital Consulting, Inc.
(704) 541-3199
3111 Springbank Lane, Suite B
Charlotte, NC 28226
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU
Data Provided by:
John Gugle
Alpha Financial Advisors, LLC
(704) 716-1100
13925 Ballantyne Corporate Place, Suite 280
Charlotte, NC
John Gugle
Alpha Financial Advisors, LLC
(704) 716-1100
13925 Ballantyne Corporate Place, Suite 280
Charlotte, NC 28277
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals, College/Education Planning, High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC
Data Provided by:
William Ertel
Tassel Capital Management, Inc.
(704) 814-6780
1258 Mann Drive, Suite 200
Matthews, NC
William Ertel
Tassel Capital Management, Inc.
(704) 814-6780
1258 Mann Drive, Suite 200
Matthews, NC 28105
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CMFC, CPA/PFS
Data Provided by:
Data Provided by:
Provided By:
Posted by : Frances W. West
A recent survey by the American Association for Retired Persons (AARP) shows that seven in 10 Americans plan on working past the once-typical retirement age of 65, and nearly half expect to work well into their 70s and 80s.
In addition, according to Joseph Quinn, economics professor at Boston College and fellow at the Employee Benefit Research Institute (EBRI) in Washington, D.C., the baby-boomer generation is not likely to retire at an early age due to more employment options they have now than with past generations.
As a result of baby boomers staying in the workforce longer, computing and IT technologies will need to change to help this audience remain productive. Assistive technologies are already being put to use by the disabled population in the United States. By taking an inclusive approach to technology development, the same technologies that benefit the disabled will help the baby boomer population remain productive for years to come.
The good news is that accessible technologies for the disabled already have many mainstream applications that can help the aging workforce. For example, the Braille keyboards available to visually impaired users a generation ago have evolved into hands-free technology, something that anyone who uses a cell phone while driving a car can appreciate. In addition, closed-captioning for television developed for the deaf or hard of hearing is also being used on TV sets in public areas by resta...
Click here to read the rest of this article from Computer User