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...
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 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...
In this video, managing partner Sherwood Greer, CFP®, RICP® asks Bill Girone, Director of Insurance, how permanent life insurance can be a tool in YOUR retirement income toolkit. Click above to watch the short video and then sign up for our free Retirement Income Toolkit...
In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Tax Free Asset Location options. He focuses on Roth IRA & 401(k) and Life Insurance Loans as options that might possibly benefit your...
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