RETIREMENT PLANNING
What Retirees and Pre-Retirees Need to Know About Medicare’s 2026 Changes
October 13, 2025
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Retirement Planning
When Career Uncertainty Forces Big Financial Decisions
March 18, 2026
Layoffs, mergers, and buyouts can trigger fear and rushed financial decisions. But the right plan can turn uncertainty into opportunity. Understanding your income needs, tax exposure, and retirement options helps bring clarity during career transitions and keeps long-term goals on track.
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
Before You Downsize, Build, or Book Your Next Trip
August 17, 2026
Downsizing, building, or planning a big trip? Two local experts joined Matt Landon, CFP®, to talk through the real costs and decisions behind your next chapter, from custom home pricing to why travel insurance is worth every dollar. Practical insight for the decisions that shape retirement life the most.
Retirement Planning
Client Spotlight: Ken Neves
August 1, 2026
Retirement gave Ken Neves the freedom to cultivate more than a remarkable garden, it gave him space to nurture the life he values most. An Air Force veteran, devoted husband, grandfather, and lifelong builder, Ken approaches every project with patience, discipline, and purpose. It's the same steady mindset that shaped the trusted financial relationship helping him enjoy retirement with confidence.
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