Larry Poteat Jr., Real Estate Agent & Financial Planning Consultant

Larry Poteat Jr., Real Estate Agent & Financial Planning Consultant Larry Poteat Jr. is a Consultant that will assist with your Real Estate & Financial Planning needs.

Taxes may not be due until spring, but it wouldn't hurt to do some reviewing and organizing now.
01/12/2018

Taxes may not be due until spring, but it wouldn't hurt to do some reviewing and organizing now.

Get your annual financial milestones in order early to ensure a smooth experience.

This week's newsletter will help you start putting together a tax preparation checklist.
01/09/2018

This week's newsletter will help you start putting together a tax preparation checklist.

Sign up and stay tuned for this week's posts.

If you've had multiple jobs over the years, you might want to search for money you may have left behind.
01/07/2018

If you've had multiple jobs over the years, you might want to search for money you may have left behind.

You may have funded pensions or 401(k) accounts that you don't even know exist. Here's how to track down these accounts.

Do you know the difference between secured and unsecured loans?
01/04/2018

Do you know the difference between secured and unsecured loans?

If you don’t have the cash to front a home repair project, loans are an option. Here are 12 things you should know about home repair loans.

Review your finances and consider your standard of living well before you stop working.
12/29/2017

Review your finances and consider your standard of living well before you stop working.

Taking a hard look at things now can help you avoid problems down the road.

Retirement and other financial tips are on their way once you sign up for the newsletter.
12/26/2017

Retirement and other financial tips are on their way once you sign up for the newsletter.

The next one arrives in three days.

Is retirement on the horizon? You may be able to use your home to your advantage during the transition.
12/24/2017

Is retirement on the horizon? You may be able to use your home to your advantage during the transition.

Facing a savings gap? Here's how you might be able to use your house to help bridge it

No matter which stage of your relationship you're in, having similar financial visions is key. How do you handle love an...
12/18/2017

No matter which stage of your relationship you're in, having similar financial visions is key. How do you handle love and money?

Whether you're just starting to date or have spent years together, these money tips can help.

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