Lake Martin Living Do you have a plan? Lee WilliamsUpdated Aug 4, 2025 Most all of us do an excellent job planning for days off from work, going on vacations and spending time with family. If you are a business ow…
Lake Martin Living Index Annuities in Retirement Lee WilliamsUpdated Aug 4, 2025 For anyone getting closer to retirement or already retired, portfolio design dominates client-advisor conversations. Today, there's another ta…
Archives In retirement, guarantees matter Tony EdwardsUpdated Aug 4, 2025 A recent study revealed that 79 percent of Americans plan to continue working once they’re retired, according to Ben Steverman’s 2017 article,…
Archives Income-producing investments could keep retirement savings on track By Staff Reports Aug 22, 2017 More than 10,000 Baby Boomers are retiring every day. The question they ask is “Will I have sufficient income in retirement to live comfortabl…
Lake Martin Living Income-producing investments could keep retirement savings on track By Staff Reports Aug 22, 2017 More than 10,000 Baby Boomers are retiring every day. The question they ask is “Will I have sufficient income in retirement to live comfortabl…
Archives Taxing Matters By Natalie Nettles Mar 26, 2013 Taxes. That word has been mentioned with high frequency in recent months. Given the discussion surrounding taxes, now seems like an appropriat…
Local Voices Taxing Matters By Natalie Nettles Mar 26, 2013 Taxes. That word has been mentioned with high frequency in recent months. Given the discussion surrounding taxes, now seems like an appropriat…
Archives Willis signs on as LAKE columnist By Staff Reports Feb 7, 2005 David Willis is the Lake Martin area’s Investment Consultant for Aliant Financial Services and he will be sharing his knowledge on finances th…
