CES Retirement Advisors, LLC

CES Retirement Advisors, LLC A wealth management firm specializing in comprehensive retirement planning services utilizing investment and insurance solutions to meet client needs.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
05/15/2023

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
05/12/2023

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
05/10/2023

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

An ILIT could play a role in your estate strategy.
05/08/2023

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with...
05/06/2023

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

Monthly Market Insights | May 2023 U.S. Markets The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1 Rest at the end, not in the middle. Kobe Bryant, 18-time NBA All-Star, winner of f...

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
05/05/2023

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Social host laws may make you responsible for underage drinking in your home, even if you are away.
05/03/2023

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Building a personal may be the highest order of altruism. It can begin with four simple steps.
05/01/2023

Building a personal may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
04/26/2023

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
04/24/2023

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Can group and private disability policies work together?
04/21/2023

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Does your cover you if you get into an accident with an uninsured driver?
04/19/2023

Does your cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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1213 Culbreth Drive
Wilmington, NC
28405

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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