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...
Annual Medicare Open Enrollment Begins October 15 and Runs Through December 7 If you’re already enrolled in Medicare it may be time to evaluate your current coverage, make changes or switch plans during the open enrollment period from October 15 through December 7. If...
The IRA Had a Birthday Last Month The IRA can provide many gifts as part of a comprehensive retirement plan. The Individual Retirement Account (IRA) turned 45 on Labor Day. On September 2, 1974, the Employee Retirement Income Security Act, or ERISA, was enacted into...
5 Things You Should Know About Long-Term Care Do You Have a Long-Term Care Plan in Place? Long-term care (LTC) isn’t something anyone likes to think or talk about. After all, no one wants to be a burden to their family, or be forced to move into a nursing facility...
