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Category Archives: Insurance

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How to Pay for Long-Term Care: 8 Strategies

Financial Planning, Insurance, Lifestyle, Retirement

For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later. How to Pay for Long-Term Care- 8 Strategies

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Long-Term Care Planning

Estate Planning, Financial Planning, Healthcare, Insurance, Retirement

Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: About seven out of 10 people turning 65 today can expect to need some form of long-term care services in their remaining years. Women need care longer (3.7 years) than men (2.2 years).…

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Health Care Quick Reference Guide

Financial Planning, Healthcare, Insurance, Retirement

There are lots of questions when it comes to Medicare. The attached guide can be a useful tool when navigating all the complexities.   Download here Quick Reference

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Health Care Planning in Retirement

Financial Planning, Healthcare, Insurance, Retirement

It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers are unsettling. According to a 2022 analysis by the Employee Benefit Research Institute, a couple with average Medicare premiums and out-of-pocket expenses could find that they…

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Independent Property and Casualty Partnership- Part 3

Financial Planning, Insurance

With our new partnership with Independent Property and Casualty Group (IPCG), it’s simple to get a quote and place a policy. IPCG is nationally recognized by Allstate, Travelers, Nationwide, Progressive, and more – so you can rest easy knowing you’re in good hands. Contact us today to learn more about the benefits property and casualty…

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Independent Property and Casualty Partnership- Part 2

Financial Planning, Insurance

It’s as easy at 1-2-3 with our new partners, Independent Property and Casualty Group! All you need to do is: 1. Request a quote 2. Find the best plan and rate 3. And you’re done! They’ll take care of the rest Reach out to us today to see how easy it can be! Get personalized…

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Independent Property and Casualty Partnership

Financial Planning, Insurance

With the help of Independent Property and Casualty Group, or IPCG, we’ll be able to provide you the best value in a customized plan that fits your needs. Reach out to us today to learn more about our new partnership and how it can work for you! Click here for a personalized quote

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Contact Info
  • Address:
    210 N Church Street, Suite 1905, Charlotte, NC 28202
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    704-859-4400
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    980-689-3030

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The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Advisory services offered through IA Network, LLC – An SEC Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquarted at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and IA Network, LLC, DBA, Uptown Partners are not affiliated companies.

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