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H. Lee Thacker, Jr., CFP

Recent Posts

What Does a Trust Company Do?

Since trust companies handle many different asset management tasks, confusion abounds about the role and purpose of trust ...
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The Difference Between Using a Trust Company as an Investment Manager vs. a Broker

When choosing someone to manage your investments, you need to ensure that the individual is the right one for the job. After all, ...
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When Should You Start Your 401(k)?

Saving for retirement should obviously be a priority for any adult no matter what your age is. But, with all the other financial ...
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What Are the Advantages of a Cash Balance Plan for a Business Owner?

Cash balance plans have become increasingly more popular among small and midsize businesses in recent years. In fact, according ...
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The Importance of a Fiduciary: What You Need to Know

When it comes to protecting your assets or ensuring your wishes are carried out when you are incapable of communicating them, you ...
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