Let’s Talk About Some FAQs

Many people tend to have a number of similar questions which is why we often times refer to them as “Frequently Asked Questions”. However, the answers can vary significantly depending on individual circumstances. This week we discuss some of these questions and some of the considerations to evaluate when answering these questions. If you'd like to talk with Glenn about your retirement plans, he is available for in person or virtual meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on Glenn's calendar. Remember to click the “Share” button to share our podcast with friends, family and colleagues.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.