WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
Cardinal helps you embrace the 7 worries in retirement.
What is Medicare? What are its Parts? We walk you through the differences between parts, supplements, and advantage plans and how Medicare covers your prescriptions. Our advisors are Medicare experts and will answer any and all questions you have. Learn more about Medicare.
What age should I take my Social Security? We respond to all of your Social Security concerns from optimizing your benefits to figuring out how your spouse’s Social Security affects you. Check out common questions.
How do I plan for Long-term Care? If there’s one thing we want to make sure you know is that Long-Term Care does NOT equal nursing home. Most of our clients, including Hans, instead plan for assisted or in-home care. 70% of people over the age of 65 will at some point need Long-Term Care options. Start exploring your choices.
Are there different kinds of life insurance? How do I go about estate planning? What part do taxes play in all of this? If you’ve got life insurance questions, we’ve got answers. Begin here.
Taxes. Nobody likes taxes. We’ll help you strategically plan out your Social Security taxes, Medicare surcharges, and income taxes. The goal? To minimize them as much as possible. Let’s talk taxes.
Form Submission - What a Recession Could Mean for your Retirement
2530 Meridian Parkway,
Durham, NC 27713
8307 University Executive Park Dr,
Charlotte, NC, 28262
6520 Airport Center Drive,
Greensboro, NC 27409
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