Please watch the following video to assist you with setting up your NetClient CS Portal If you need additional assistance, please email Shannon at shannon@graggandgragg.com or call or office to schedule an appointment at 704-482-2001.

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The Frankenplan is representative of a lot of people’s financial lives. It’s made up of many different parts, acquired at different times, sometimes for the wrong reasons and it is not very coordinated. It’s easy to fall into the Frankenplan trap. Let’s take Charles for example. Perhaps he bought a life insurance policy many years … Continue reading “The Frankenplan”

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401(k) plans may contain many different provisions, which often require considerable work to administer. And the more difficult a plan is to administer, the costlier it can be. A 401(k) plan has a third-party administrator who conducts testing to ensure that the plan meets and follows IRS and DOL compliance standards as well as preparing … Continue reading “Is your 401(k) plan playing a shell game?”

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