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Reminder: 2019 Contribution Deadlines

On January 13, 2020, Posted by , In Announcements, With No Comments

General guidelines for contribution deadlines for the 2019 tax year are listed below – you should check with your tax preparer before making a contribution. To  make a contribution to your IRA, contact Liz Dickinson at (828) 398-2802 or liz.dickinson@lpl.com. Traditional/Roth IRA: The deadline for IRA contributions for the 2019…

ACT Advisors Welcomes Senior Credit Union Executive Consultant James Gowan

On October 22, 2019, Posted by , In Announcements, With No Comments

   

ACT Advisors Welcomes Tim Mowrey, CFP®

On July 31, 2018, Posted by , In Announcements, With 1 Comment

We have the great pleasure of announcing that Mowrey Investment Management, a Raleigh, NC based fee-only financial planning and investment management firm, has recently joined the ACT Advisors, LLC fee-only RIA team. This is a union of two firms with strengths that are highly complementary and focused on providing an…