In The News

Mark Henry has been asked to make frequent guest appearances on QC Life, WBTV, and Retirement News Online. He co-hosts Living Large Television, which airs every Sunday on WJZY FOX. You can also listen to Mark Henry on the radio every week as the host of Living Large Radio on WBT News Talk 1110AM / 99.3 FM as well as WORD 106.3 FM.

The mission of Living Large Productions is to highlight the importance of a comprehensive financial plan and to equip you with the tools and knowledge that you need to successfully navigate through today’s volatile financial markets. Each week Mark discusses the latest financial news while sharing some commonsense strategies that help take the guesswork out of maximizing your retirement savings. Mark stresses the importance of working with an independent financial advisor when it comes to retirement planning and investment management. Alloy Wealth Management seeks to work with individuals, couples, families, and business owners in and around Charlotte, NC as well as Greenville, SC.

(3:12) Managing Risk in Retirement

Listen to Mark Henry of Alloy Wealth Management discuss market risk, longevity risk, LTC risk, inflation risk. Adding more risk to the retirement portfolio just doesn’t make sense–balanced portfolios are key, along with holistic planning.

(4:18) Retirement Income is Critical

There is no magic number when it comes to saving for retirement. The most important thing is the income plan to cover living expenses, including Social Security filing strategies. At Alloy Wealth Management, we create an income plan up to age 95.

(5:05) Estate Planning

Mark Henry explains the differences between wills and trusts, how important it is to document everything, and how working with attorneys is mandatory. Estate planning includes ways to transfer maximum wealth to your heirs.

(3:08) Tax Planning

Surprise, you will not be free of income taxes in retirement, that’s why tax planning is so important. We help plan for you to be in the lowest tax bracket possible, looking at earned income, RMDs, qualified accounts and proper distribution timing. We help reduce taxes in retirement.

(2:56) Holistic Planning

Some people don’t have a plan, they have a whole lot of stuff. We create written comprehensive plans to follow, which address long-term care, inflation, taxation on accounts subject to RMDs, and much more. Nobody wants to run out of money, so let’s plan accordingly.

(4:07) Market Bubble

It seems everyone is worried about overvalued stocks. But stock markets will go down, it’s just a matter of time. You need a portfolio strategy that takes market volatility into account, and helps to protect principal and income regardless—we often consider FIAs as an option. Independent advice is important.

(4:00) Fear of Running Out of Money

Outliving savings is a big concern among retirees, feared more than death. Most people want to leave money to their kids, but even more important, they don’t want to be a burden to children. A customized income plan is critical to helping you feel able to do the things you would like to do with less worry.

(4:46) Mark Featured on NBC Charlotte

(5:50) Mark Featured on WCNC Charlotte

Contact Us

Alloy Investment management

Charlotte, NC

Contact Information

South Carolina

330 E. Coffee Street
Greenville, SC 29601

North Carolina

13840 Ballantyne Corporate Place
Suite 115
Charlotte, NC 28277

Mon-Fri: 9:00 AM – 5:00 PM

Toll-Free: (800) 689-3935

Fax: (877) 496-9797

erica@alloyinvest.com

Greenville, SC

Charlotte, NC

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in South Carolina and North Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.

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