Nolen B. Bailey
CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
401(k) Decoded Part 2: How It Works
By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
After reading our last article, you’re familiar with the basics of what a 401(k) is and how powerful it can be, but how does it all come together? How does that deduction from your paycheck turn into...
401(k) Decoded Part 1: Your Financial Game Changer
By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
Ever feel like financial security is a puzzle you're trying to solve? If your employer offers a 401(k), this is one of the most important pieces of this puzzle—your personal key to unlocking a future...
Shielding Your Assets in 2024 | A Guide to Liability Insurance and Umbrella Policies
Understanding Life Insurance and Its Impact on Your Financial Planning
By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
Celebrated annually on May 2nd, National Life Insurance Day commemorates the introduction of life insurance in the United States. This occasion provides us with the perfect opportunity to explore the...
Risk Management and Asset Protection | Build Wealth Confidently
By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner
In today's litigious society, it is important to consider risk management and asset protection as essential components of a comprehensive financial plan. Liability insurance and umbrella policies are...