KRB Financial

11/28/2022

https://www.linkedin.com/posts/toddmbailey1_i-am-so-excited-to-share-that-our-financial-activity-7003012872754642944-HyIp?utm_source=share&utm_medium=member_desktop

I am so excited to share that our financial practice is growing. So much so that we are moving to a larger office suite to accommodate more services for...

11/08/2022

Join me in the morning if you want to make connections

BNI RD-17 Meets every Wednesday at 9 am.
510 W. Main St., Clayton NC
Join us to learn how BNI can help grow your business.

10/31/2022

So proud of my son, Bryant Bailey. After finishing his tour with the US Marine Corp this past spring, he entered the Fire Academy in Wilmington, NC. After 6 hard months, he graduated from the Academy yesterday and is now officially a firefighter in his new dream job.

09/29/2022

So honored by my broker-dealer to be invited to the Leaders Club this year at our annual convention. With about 4000 financial professionals in Cambridge, it’s great to be part of this short list!

09/27/2022

Just returned from a fantastic annual convention with Cambridge, my Broker-Dealer. Learned a lot and networked with some of the best financial professionals in the US. The Ga***rd Texan near Dallas, TX was a fabulous place to stay!

11/23/2020

I hope everyone has a great Thanksgiving and stays safe!

11/05/2020

If anyone in the local triangle area has a need for hanging Christmas lights at their house or business this season and is looking for help, reach out to me. I have a great recommendation!

11/03/2020

Make sure to get out and vote today!

10/26/2020

Longevity, Life Expectancy, and Lifetime Income. Please check out my latest blog post!

How long can you reasonably expect to live? That’s a key retirement planning question. And it raises questions about how to add protected lifetime income to your portfolio so you don’t outlive your money. Do you need to plan for a 20-year retirement, a 30-year retirement, or longer? If you’re ...

10/21/2020

It's time to vote, make sure your voice is heard! https://www.ncsbe.gov/voting

10/09/2020

This is a great free resource from Jackson. "In this eBook, we'll walk through three phases of trust-planning (accumulation, distribution, post-death planning) and explore powerful asset control and wealth transfer strategies for your clients."

Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find...