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 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 Docuements.

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”!

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Cardinal Guide

Durham Office

2530 Meridian Parkway,
Suite 100
Durham, NC 27713

Charlotte Office

5309 Monroe Road,
Charlotte, NC, 28205

Greensboro Office

6520 Airport Center Drive,
Suite 100
Greensboro, NC 27409

Contact
Hans@cardinalguide.com
Mon-Fri: 9 am - 6 PM (EST)
Saturday-Sunday: Closed
919-535-8261

Charlotte and Greensboro office visits by appointment only.

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