August 1, 2026
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Retirement Planning
A Second Act, Painted by Hand: Larry and Ruthie's Story
August 27, 2026
For forty years, Larry looked closely at other people's vision as an optometrist in Elkin and across the Piedmont. Retirement gave those same habits somewhere else to go. Six-foot canvases in a galley kitchen. Colored pencil layered seven deep. Pickleball at 7 a.m. Dinner that actually looks like the picture. Larry and Ruthie, longtime Semmax clients, on what a second act can be built from.
Retirement Planning
The Questions That Define a Strong Financial Plan
May 6, 2026
Better financial outcomes start with better questions. Move beyond performance updates and focus on taxes, withdrawal strategy, and coordination across your advisory team. A clear multi-year plan, stress testing, and knowing what to stop doing can help protect what you keep and strengthen long-term confidence.
Retirement Planning
Why Long-Term Care Planning Starts With a Walk and a Conversation
November 5, 2026
Long-term care often happens at home, with family doing much of the work. In High Point, Matt Landon, CFP®, talked with a Trellis Supportive Care nurse educator and a certified personal trainer about staying active at any age, what Medicare does and does not cover, and why families should talk about caregiving early.
Retirement Planning
Five Retirement Assumptions Worth Checking Before December
October 15, 2026
Taxes drop after retirement, the will controls the IRA, Medicare handles long-term care, and the professionals already have it covered. These assumptions are common in households that feel well prepared, and each is only partly true. Here is what tends to sit underneath five of them, and which year-end decisions cannot wait past December 31.
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