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New Tax Rates Could Provide Push to Help Defuse Your ‘Tax Time Bomb’

Written By: Bob Fugate Financial advisers consistently caution savers about the dangers of stockpiling too much of their retirement money in tax-deferred investment plans. Do a quick online search of the term “ticking tax time bomb,” and you’ll see that advice goes back at least a decade. There are…

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What is a Wealth Planner and Why Do You Need One?

One of the questions we are asked all the time is “What exactly is a Wealth Planner?”. Wealth Planners help people prepare for their retirement based off of the wealth they have accumulated throughout their life. They want to get to know who you are, what is important to…

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Boosting Financial Literacy is a Top Priority

Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.1 In a recent…

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Our Appointment Process

Planning for retirement can be an overwhelming process – a seemingly endless universe of investments from stocks, bonds, and mutual funds to alternatives in real estate and oil or even insurance products are all available to you. At Blue Ridge Wealth Planners, we have developed a three-step appointment process…

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