Posts Tagged ‘jason-underwood’
Invest in Your Employees’ Future Through Qualified Retirement Plans
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Business owners play a critical role in shaping the financial future of their employees. In 2023, employees are significantly more likely…
Read MoreFive Reasons Physicians Need a Holistic Financial Advisor
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Working in the medical field comes with unique financial opportunities and challenges – personally and professionally. You can – and should…
Read MoreThinking About Long-Term Care Planning? Here’s What You Need to Know
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While it may seem prolonged medical circumstances are unlikely to happen to us, unexpected events can occur and can be costly…
Read MorePullbacks, Corrections, and Bear Markets
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices…
Read MoreWhat Is a Roth 401(k)?
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since…
Read MorePlan for tomorrow, today
Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. It…
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