Blog
The financial world can be quite complicated and at times, we don't know where to go for answers (or even what questions to ask). In an effort to continually be a resource for our clients, New South Wealth Management will post articles in this section to give our clients even more information to go on. Be on the look out for new developments, articles regarding product design, or the observations on market fluctuations. Knowledge is power and we want you to be informed!
Holding a Key Employee Using a Supplemental Executive Retirement Plan (SERP)
Nonqualified May Be Better than It SoundsA valuable employee is a great thing and losing them could be devastating. A high salary along with the standard benefits package may not be enough to keep a key person in a vital position. A...
Read MoreBonusing with an Executive Bonus Plan
Although often used by Mark Twain, the quote “nothing in life is certain except for death and taxes” originated in a letter written by Benjamin Franklin. The humor in the statement comes from its frank truthfulness: we all...
Read MoreUtilizing Nonqualified Retirement Plans as Fringe Benefits
Creative Ways to Keep Key Employees Employee turnover is expensive and losing key personnel can have devastating effects on a company. Organizations are often coming up with new ways to recruit talented people and offer their best...
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Term Life Insurance Vs. Permanent Life Insurance
The best life insurance policy for a consumer to own is the one that is in force the day they die. Having said that there is no such thing as the best or perfect policy. So, we are going to dissect and discuss the advantages of each....
Read MoreGroup Long Term Disability Insurance Vs. Individual Disability Insurance
Many Americans first learn of Disability Insurance while reading their benefits books at their first job. At first glance and with false assumption, the individual believes “my employer provides disability insurance; I’m...
Read MoreIs Your Group Life Insurance Enough?
Many Americans first learn about life insurance when entering the work force through their employer sponsored plan, also known as a group life policy. For some, there are many advantages to this workplace benefit including very little...
Read MoreNew South Wealth Management Is Now A Corporate Sponsor of T.A.P.S. Inc. Charlotte
We hope to foster youth development through financial education and all-around strategic planning Charlotte, North Carolina: New South Wealth Management proudly announces it will join up as one of the corporate sponsors of T.A.P.S....
Read MoreThe New South Wealth Management To Launch Weekly Run Club
The weekly run club will be open to the general public and runners from every part of the community are welcome to join in Charlotte, North Carolina: New South Wealth Management is excited to announce that it is launching a weekly Run...
Read MoreOur Ten Tips For Financial Success
1. Know your Numbers This includes all of your income, expenses, assets, and liabilities. It’s not possible to build a house without the foundation. 2. Set Financial Goals Set short, mid, and long-term goals. These are less than...
Read More2019 Disability Insurance Symposium
The New South Wealth Management (NSWM) Hosts Disability Insurance Symposium To Educate Business Owners, Physicians and Brokers on The Complex Subject Of Disability Insurance Attendees will discover that getting disability insurance is...
Read MoreVincent Cherry, Financial Advisor at New South Wealth, has been vetted and approved by the American
Click here to read more… Disability Income – Ohio National – Physicians Abcd
Read MoreRebecca Walser Visits Charlotte, NC for Wealth Unbroken Advisor Initiative
Join New South Wealth Management as they host top Ohio National Producing General Agent Rebecca Walser, JD, LLM, CFP®, for a special seminar on Wednesday, May 15, at 1 p.m. EDT in Charlotte, NC. Rebecca and her team have launched...
Read MoreNew South Wealth Management Announces Movie Premier, Special Seminar for Women and Sponsorship of Ca
New South Wealth Management (NSWM), a venture that believes in empowering communities with different strategies to manage money and grow financially, has announced a number of important events for the upcoming months. NSWM will host a...
Read MoreNew South Wealth Management Present the Premiere for The Power of Zero
In the ever-changing market of finance, there is a lot of misinformation that can lead someone down a rabbit hole where they end up with little to no applicable tactics to take control of their finances and retirement. Look no further!...
Read MoreNSWM Website Launched
We have Launched our site to give more info to our clients and to promote our service.
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