We often see the financial sector prioritize investing over planning. And while investing remains integral to strategic financial planning, we've recognized that retirement income planning has a much broader scope.
So what is "good" investing? And how does it fit within retirement income...
We're celebrating one-year since the merger of Executive Financial with Gate City Advisors. It's amazing how time flies! With all the change in recent months, Ken Anderson, CLU®, ChFC®, Senior Financial Advisor, often gets asked, "So, how's it going since your merger with Gate...
In this podcast episode, managing partner, Sherwood Greer, CFP®, RICP® speaks with Michael DeLon on his Experts Speak podcast regarding retirement income. Sherwood shares how our goal at Gate City Advisors is to help you not only get TO retirement but also make sure you have enough...
In this video, Sherwood Greer, CFP®, RICP® talks with Scott Shubert, Branch Manager at Benchmark Mortgage, NMLS #130722, regarding home equity. Scott explains different types of mortgages, equity lines of credit, and the difference between a HELOC vs. HECM. Click below to watch!
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In this episode of 'Money Talk with Skyler Fleming', Skyler is joined by Sherwood Greer, CFP®, RICP®. Together, they discuss the process of retirement planning and the importance of starting early. Sherwood shares his insights and tips on debt management, optimal investment strategies and...
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