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Blog

Social Security Benefits
Caleb Griffith | Nov 10, 2020

Is it Time for a Social Security Audit?

Social Security
Caleb’s Articles
Social Security offers a steady stream of income in retirement and it is critical that you make an informed decision as it relates to the benefit you are
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Household cash
Gerald A. Townsend | Nov 10, 2020

Finding the Cash You Need

Cash Management
Financial Planning
Gerald's Articles
Strategies for locating extra funds in your household.
Read More
Tax Tips for 2020
Townsend Asset Management Corp. | Oct 30, 2020

7 Tax Tips for Year-End 2020

Tax Planning
Here are seven things to consider as you weigh potential tax moves before the end of the year.
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Townsend Asset Management Corp. | Oct 21, 2020

Understanding Exchange-Traded Funds

Exchange-Traded Funds
Mutual Funds
If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) could give you an attractive
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Refinance Your Mortgage
Townsend Asset Management Corp. | Oct 14, 2020

Four Things to Consider Before Refinancing Your Home

Mortgage
Low mortgage interest rates have prompted many homeowners to think about refinancing, but there's a lot to consider before filling out a loan application.
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Last Will & Testament
Townsend Asset Management Corp. | Oct 8, 2020

Do You Have a Will?

Estate Planning
What percentage of U.S. adults have a will, by age group?
Read More
Gerald A. Townsend | Sep 29, 2020

Thematic Investing: Megatrends Transforming Our World

Investments
Gerald's Articles
Diversified Portfolio
Thematic equity strategies invest in companies whose products or services are underpinned by powerful forces of change we call megatrends. These megatrends are
Read More
Townsend Asset Management Corp. | Sep 22, 2020

Plan Ahead with Advance Medical Directives

Advance Medical Directives
Depending on your attitude toward various medical treatments and your views on the quality of life, you may wish to take steps now to control future health-care
Read More
Gerald A. Townsend | Sep 1, 2020

Protecting Your Assets

Asset Protection
Risk
Gerald's Articles
Practical steps you can take to reduce risk.
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Cathy Starkweather and Dan Oldman
Bonnie Mole | Sep 1, 2020

Environment and Education: Our Client Spotlight Shines on Dan Oldman and Cathy Starkweather

Client Spotlight
Bonnie’s Articles
Dan Oldman’s watchwords for retirement are have fun, stay engaged, and do something for the community. 
Read More
Townsend Asset Management Corp. | Aug 27, 2020

Return of Premium Life Insurance: Protection and Cash Back

Life Insurance
You have decided you need life insurance coverage and are considering buying a term policy. But you ask your financial professional, "Do I get any of my money
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Townsend Asset Management Corp. | Aug 19, 2020

Do You Still Need Life Insurance When You Retire?

Insurance
Four reasons to consider keeping it.
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Phone: (919) 782-9689
Fax: (919) 783-0226
Email: Advisor@AssetMgr.com

3110 Edwards Mill Road, Suite 150

Raleigh, NC  27612

 
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Townsend Asset Management Corp. provides the information on this website as a service to its clients and the public. While the information on this site deals with financial issues, it does not constitute financial advice. We encourage you to seek assistance from a CERTIFIED FINANCIAL PLANNERTM in order to assist you with any financial planning.  If you have specific questions related to information available on this site, please contact us.

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