Lock and Gain Retirement Solutions

Founded in 2016, we help clients reduce as much confusion as possible in planning their financial future and protecting their finances from hardship.

Additional locations:
1213 Culbreth Dr, Suite 104 Wilmington, NC 28405

10000 N Central Expressway, Suite 400 Dallas, TX 75231

A solution to the retirement crisis? Americans should work for more years, BlackRock CEO says 09/18/2024

How long should you wait to start ? Given the approaching financial shortfall of , some are saying the solution is for Americans to work for longer. You can learn more by reading this article: https://www.cbsnews.com/news/retirement-social-security-crisis-raise-retirement-age-blackrock-larry-fink/
If you don’t like the idea of having to work longer (or can’t), consider reaching out to us. We can discuss your and situation and make recommendations that will hopefully help you afford to retire when you need to.

A solution to the retirement crisis? Americans should work for more years, BlackRock CEO says BlackRock CEO Larry Fink said that longer life expectancies are "putting the U.S. retirement system under immense strain."

09/15/2024

Effective comes down to distributing your assets and wealth, yes, but also delegating different roles such as a financial proxy, proxy, an executor, and sometimes a guardian and trustee. Contact us if you need help getting yourself organized; We’ve set up a good system for having that information laid out and are always here to provide support!

09/10/2024

A few famous public figures who have utilized include…

09/07/2024

How will marriage affect your sources of income? Read our blog to learn more: https://lockandgain.com/marriage/

09/04/2024

Here’s a list of a few dangerous myths about you should be aware of! Reach out to us to learn more.

08/30/2024

So what is an exactly, and how can it help you in ? Here are the basics: https://lockandgain.com/back-to-basics-3/

A YouTuber asked Americans aged 70 to 80 what their biggest retirement regrets were — how many apply to you? 08/28/2024

Check out this article about regrets–if you’re approaching or have just entered retirement, it may not be too late to avoid some of these mistakes 👍

A YouTuber asked Americans aged 70 to 80 what their biggest retirement regrets were — how many apply to you? Don’t fall into the same traps.

Limits on Deductibility - Lock and Gain Retirement Solutions 08/25/2024

Let’s talk about tax deductibility for contributions into accounts:

Limits on Deductibility - Lock and Gain Retirement Solutions From a tax perspective, how advantageous is an IRA? Get in touch with us to learn more about your retirement accounts and taxes.

08/20/2024

A is indispensable… which is why it’s crucial to have a plan in place if something happens to them. Read more here: https://www.aarp.org/caregiving/basics/info-2024/backup-care-plan.html

Pay Attention! - Lock and Gain Retirement Solutions 08/17/2024

We are often inundated with changes to rules surrounding , and it’s important to keep up with them–read our blog to learn more:

Pay Attention! - Lock and Gain Retirement Solutions It's important to pay attention to the rules and regulations surrounding retirement finances, and how they change.

Financial Stability - Lock and Gain Retirement Solutions 08/15/2024

It’s important to discuss your in with a professional. Read our blog to learn more:

Financial Stability - Lock and Gain Retirement Solutions Financial stability in retirement becomes more important the older you get. Having as source of income you can't outlive is critical.

Annuities are key to retirement. So why are so few of us buying them? 08/13/2024

Many Americans are unfamiliar with , or may have a bad impression of them. Reach out to us if you want to learn more about an as an option for , and you can learn more here:

Annuities are key to retirement. So why are so few of us buying them? Annuities are a key part of the retirement system. In fact, Social Security is an annuity. But few of us even understand, let alone buy them.

08/06/2024

08/03/2024

Lock and Gain is proud to sponsor our local events!

08/03/2024

Recently, the decided to make some clarifications regarding the “10-year rule” for inherited Individual Accounts ( ) Visit their website to learn more: https://www.irs.gov/newsroom/treasury-irs-issue-updated-guidance-on-required-minimum-distributions-from-iras-other-retirement-plans-generally-retains-proposed-rules

Photos from Lock and Gain Retirement Solutions's post 07/30/2024

When you work with Sadie Sicka, you work with an award-winning financial professional! Allianz 100m Award!!! (Only 114 agents in 140 years have received)
☆☆☆☆☆☆☆☆☆☆☆
The other is our sponsorship for LEAD- police officers in SC

07/30/2024

! Here are some tips to avoid being conned on Facebook: https://www.facebook.com/help/1674717642789671

Wait a Minute! - Lock and Gain Retirement Solutions 07/27/2024

When should you apply for Medicare? When do you need to start taking RMDs? When should you start taking ? Read our blog to clear this up:

Wait a Minute! - Lock and Gain Retirement Solutions When should you apply for Medicare? When do you need to start taking RMDs? When should you start taking Social Security?

Photos from Lock and Gain Retirement Solutions's post 07/24/2024

Sadie had some fun getting these new photos done! Which do you like the best?

Gen X says they'll need more than $1.5 million to retire comfortably—but most have less than 5% of that saved 07/24/2024

is right around the corner for many members of Gen X, but many of them don’t think they’re prepared. Read more here:

Gen X says they'll need more than $1.5 million to retire comfortably—but most have less than 5% of that saved When it comes to retirement, Gen Xers are a long way off from their savings goals. But it's not too late to get on track. Here's how to get started.

So, Did You Decide? - Lock and Gain Retirement Solutions 07/21/2024

Have you decided what kind of retiree you are? Regardless of how you want to spend your , there’s one thing you could have in common with many other retirees and pre-retirees. Read our blog to learn more:

So, Did You Decide? - Lock and Gain Retirement Solutions What type of retiree do you want to be? There are some things you need to consider, no matter how you choose to spend your retirement.

07/16/2024

Here are some of the biggest worries those approaching face–we may be able to help you cover some of these costs. Reach out to us to learn more.

07/13/2024

What are your goals going into ? What kind of retiree are you? Read our blog:

429 Too Many Requests

07/13/2024

What are your goals going into ? What kind of retiree are you? Read our blog: https://lockandgain.com/what-kind-of-retiree-are-you/

07/10/2024

Something unbelievable is happening for a very limited time! Set an appointment with us to learn more! https://lockandgain.com/bonus-2024/

How To Protect Yourself From Utility Scams 07/10/2024

–here’s some potentially helpful advice on how to protect yourself from a “Utility Imposter ” Read more here:

How To Protect Yourself From Utility Scams Utility companies are not safe from impostor scams targeting their customers. Here's how to spot a utility scam.

07/05/2024

Celebrate this by taking steps towards your own financial independence. Just as our nation celebrates its freedom, you can start working towards achieving your . Reach out to us! There are some incredible bonuses available right now. You might be able to increase part of your from 32%-47% (if you qualify) Find out with just a phone call!

Photos from Lock and Gain Retirement Solutions's post 06/13/2024

Had a blast spending time w/ clients in Texas! I love you guys! 🧡

Solar Scams and How to Avoid Them (2024) 06/11/2024

–always be on the lookout for . If someone approaches you offering to install , here are some tips to help determine if they’re legitimate, or could be trying to scam you:

Solar Scams and How to Avoid Them (2024) We’ve reviewed some of the most common solar scams and what red flags you should look out for to avoid them.

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Videos (show all)

A #FamilyCaregiver is indispensable… which is why it’s crucial to have a plan in place if something happens to them. Rea...
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#Retirement
Recently, the #IRS decided to make some clarifications regarding the “10-year rule” for inherited Individual #Retirement...
#ScamAlert! Here are some tips to avoid being conned on Facebook: https://www.facebook.com/help/1674717642789671
Here are some of the biggest worries those approaching #Retirement face–we may be able to help you cover some of these c...
Something unbelievable is happening for a very limited time! Set an appointment with us to learn more! https://lockandga...
Celebrate this #FourthOfJulyWeekend by taking steps towards your own financial independence. Just as our nation celebrat...
#Retirement
It’s #MemorialDay–remember those who lost their lives fighting for this country.
Here are a few tips to “test drive” your #Retirement strategy in advance–for example, try living for a few months on wha...
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Address


2411 N Oak Street Suite 301-C
Myrtle Beach, SC
29577

Opening Hours

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

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