Financial Planning for the Newly Wealthy
Our advice for the newly wealthy is similar to what we discuss with longstanding clients: Engage in comprehensive financial planning before jumping into the future.
Blended Families
For BB&T Wealth clients contemplating second marriages or for those already in blended family situations, there are various financial issues that may need to be addressed.
Taking Flight into the World of Non-Qualified Retirement Planning
In 2004, Congress enacted strict rules regarding the funding and distribution of funds from deferred compensation plans.