919-535-8261

The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

THE CARDINAL GUIDE TO: 
Strategizing Retirement Income 

 Stop chasing return and start managing risk.

 As you age, income becomes more important than account balances.

 Consider fixed indexed annuities, which can provide lifetime income and some nice guarantees.

 Long-term care implications of your investments: Using long-term care services, paid for by you, will create a big dent in your savings and income. Many fixed indexed annuities have long-term care enhancements and don’t require you to answer health history questions. The need for long-term care funds could come at the wrong time relative to the ebb and flow of markets, so buying these enhancements could be a good choice.

 Fill out the form below to contact Cardinal and get more information!

What a Recession Could Mean for your Retirement

The economy has been booming for the past several years. We’ve enjoyed a period of financial ease as a country. However, the more the economy expands, the more people anxiously wait for its decline. Economist after economist speculate about when the next...

What is the Grandparents scam and how do I avoid it?

There are so many scams targeting the elderly, one of the most recent being the grandparents scams. This scam involves being called by someone posing as the grandchild of the victim and requesting money. In 2015, the FTC received over 10,000 family or...

QCDs: A Charitable way to use an IRA

IRAs, or Individual Retirement Accounts, are a common way to save for retirement.  They are a great tool to put away money for your later years.  There are a few different options when it comes to IRAs, traditional or Roth, and there are strategic ways to use the...

Guaranteed Income Annuities

While most people understand the importance of life insurance, many do not understand the importance of annuities. As life insurance protects your family from early death, annuities are a form of insurance that protects you from living too long. Annuities are a...

Important Documents.

For some more information on one source of retirement income, click below to read the NAIC Buyer’s Guide for Fixed Deferred Annuities as well as the retirement income chapters from “The Complete Cardinal Guide to Planning for and Living in Retirement” and the accompanying “Workbook”!

Contact Us.

Form Submission - Retirement Income Page

3 + 12 =

Buy Our Book.

Call (919) 535-8261 today for a FREE quote comparison of more than 30 companies!

Making Medicare (and retirement) Easy

Our site and our agents are here to give you valuable, unbiased information about your Medicare choices. Find out more info about Parts, Plans, and prescriptions quickly.

Support for Life

We provide lifetime assistance with your insurance policies. We're here to help you sort through the statements, resolve unpaid claims, and search for affordable options that fit your needs. You are not in this alone.

We work for you, not the insurance companies

No more having to find the only guy in town who sells for one insurance agency. At Cardinal, we are licensed in all 50 states and D.C. with clients in every location. We sell for over 30 insurance companies, and can get you the best priced plan for your needs.

Office Locations:

Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8269

Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494

Connect with us:

Medicare experts paired with financial planners - CFPs®, fiduciaries, required to put our clients first.

Want to get important updates first?

Want to get important updates first?

Don't miss out on any important info, from Medicare deadlines to taxes, we will keep you updated! Try it out, you can always unsubscribe at any time. 

You have subscribed! Thanks!