Financial Planning Albemarle NC

Here are a few thoughts on dealing with job loss in Albemarle in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Mr. Richard D Barrier, CFP®
(704) 436-9705
PO Box 458
Mount Pleasant, NC
Firm
Barrier Financial Services
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,000 or less

Profession: Not Applicable

Data Provided by:
Wells Fargo - Albemarle Main
(704) 983-4126
200 E Main St
Albemarle, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

SunTrust Bank
(704) 474-4165
212 South Main Street
Norwood, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Fifth Third Bank
Mt Pleasant, 8320 Franklin Street W
Mount Pleasant, NC
Office Hours
M-Th 9-5; F 9-6
Drive Up Hours
M-Th 9-5; F 9-6

SunTrust Bank
(704) 721-6424
9920 Poplar Tent Road
Concord, NC
Type
ATM, Branch, Drive-Thru, Weekend Hours
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend: Sat 9-12
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend: 9-12

Mr. L. Frank Irvin, CFP®
(704) 792-1360
PO Box 462
Concord, NC
Firm
Intercarolina Financial Servic
Areas of Specialization
Investment Management, Investment Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Wells Fargo - Eastgate
(704) 982-1433
811 Hwy 27 E
Albemarle, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

SunTrust Bank
(704) 485-3391
224 North Main Street
Oakboro, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Wells Fargo - West Stanly
(704) 888-5251
215 Main St W
Locust, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Fifth Third Bank
Midland, 4411 Nc Hwy 24/27 East
Midland, NC
Office Hours
M-Th 9-5; F 9-6
Drive Up Hours
M-Th 9-5; F 9-6

Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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