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7401 Carmel Executive Park Drive Suite 101 Charlotte, NC 28226

(980) 256-3766
b.ozer@magnoliacapitalpartners.com
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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We help make your financial planning an adventure worth sharing.

<p>Spotting Credit Trouble</p>

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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<p>Assess Your Life Insurance Needs</p>

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Personalized Financial Services

Let's build a specialized plan for you.

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Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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<b>Who We Are</b>

Who We Are

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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