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8318 Pineville Mathews Rd.
Ste. 280-E
 Charlotte, NC 28226
  • Phone:
    704-405-9940
  • Fax:
    704-405-9946
  • E-mail address: sfrattini@parksouthgroup.com
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    • Ameritas Investment Company, LLC
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Newsletters

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Just Your Average Millionaire

    The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

  • Financial Safety Nets: Exploring Available Sources of Emergency Funds

    Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.

  • Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

    In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

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Transcript

Contact Us

8318 Pineville Mathews Rd.
Ste. 280-E
 Charlotte, NC 28226
  • Phone:
    704-405-9940
  • Fax:
    704-405-9946
  • E-mail address: sfrattini@parksouthgroup.com

*Representatives offer products and services using the following business names: Park South Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Park South Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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