Monthly Archives August 2019

Erica Elliott Named Alloy Wealth CCO

(Charlotte, North Carolina – August 25, 2019) Erica Elliott, Director of Operations at Alloy Wealth Management, has been named the Chief Compliance Officer (CCO) at Alloy Wealth. As CCO, Erica will also continue to hold her Director of Operations title and supervise the day to day workflow of all Alloy Wealth clients. As the company has continued to grow, she has taken on new challenges to ensure the company’s success. She has been the driving force in the development of the Living Large TV show Sundays on FOX.  Erica has been with Alloy Wealth for over 5 years and is
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Categories: News.

Make Room for Rising Healthcare Costs as Part of Your Retirement Planning

Does your retirement plan include strategies to plan for, manage, and even reduce healthcare costs in retirement? It is projected that an average healthy 65-year-old couple retiring this year will incur total lifetime healthcare costs of $387,644 in today’s dollars, according to research by HealthView Services, a provider of retirement healthcare, long-term care and Social Security optimization tools for the financial services industry. The figures were released in early July. To no surprise, as the couple ages, costs will be significantly higher later in retirement than at the beginning. In the first year of retirement, the couple’s total annual premium
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Categories: Healthcare Costs and Retirement.