Investment Management Firms Lenoir NC

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mark Fucito, CFP®
(828) 754-0951
222-C Harper Ave NW
Lenoir, NC
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Mark Kevin Miller, CFP®
(828) 437-8060
PO Box 1489
Morganton, NC
Firm
Smith Miller & Buff CPA PA
Areas of Specialization
Estate Planning, Retirement Planning, Small Business Planning, Tax Planning, Tax Preparation

Data Provided by:
Ms. Beth L. Deal, CFP®
(828) 324-1422
21 1st St NW,Ste 401
Hickory, NC
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Life Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Ms. Teresa Hope Redman, CFP®
(828) 438-4766
107 Woodland Pl
Morganton, NC

Data Provided by:
Mr. Paul Spencer Cash Jr., CFP®
(828) 437-5357
207 North Sterling St.
Morganton, NC
Firm
Mimosa Insurance Agency,LLC

Data Provided by:
Ron Hughes
580 malcomb blvd.
Rutherford College, NC
Service
Medicaid,Annuities,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Medicare Planning,Life Insurance,Commission-Only Financial Planning (Full Disclosure),Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Health Care Insurance,Retirement Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning

Data Provided by:
Ms. Katherine S. Newton, CFP®
(828) 322-9595
PO Box 1177
Hickory, NC
Firm
Waite Financial, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Mr. John C. Olson, CFP®
(828) 324-0127
34 2nd St NW
Hickory, NC
Firm
ameriprise financial

Data Provided by:
Mr. Mark M. Teague, CFP®
(828) 409-1024
2425 N Center St #327
Hickory, NC
Firm
Hickory Financial Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Investment Management

Data Provided by:
Mr. Stephen C. Sayers, CFP®
(828) 324-0127
34 2nd St NW Ste 300
Hickory, NC
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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