Probate court proceedings can be a lengthy and costly process for families of deceased individuals. In some cases, the process can take up to a year or longer. Luckily, there are ways to avoid probate court proceedings in North Carolina. This blog post will outline how individuals can avoid probate court in the state and […]
Annuities are financial products that provide a stream of payments in exchange for an initial lump sum payment or a series of payments. The tax treatment of annuities can vary depending on the type of annuity and the timing of payments. Here are some of the most common tax options for owning an annuity: Deferred […]
When the topic is retirement, the conversation is typically centered around money. We discuss ways to accumulate it, ways to grow it, and ways to use it. And while it’s true that money, when properly managed, can buy you a financially sound retirement, it cannot guarantee that your years will be “golden.” A fulfilling retirement […]
Retirement planning is a complicated process, and there are many different tools you can use to ensure that your golden years are as comfortable as possible. One of the most important tools available is the 401(k) – but with both pre-tax and Roth contributions available, it can be tricky to decide which retirement account is […]
Many Americans don’t feel like their retirement savings are on track. If you’re one of those people, have no fear—we have some tips to help you get your retirement savings back on track. Let’s take a look. Contributing to a 401(k) Plan for Maximum Match Any advisor worth their salt will rightly tell you to […]
In a perfect world, people entering retirement would have a house they own free and clear, several streams of reliable, predictable income, and no debt. Unfortunately, the reality is very different for those retiring now and soon. A recent survey conducted by Pew Research indicates that over 40% of Baby Boomers have credit card debt […]
Retirement is a time of life that many look forward to with anticipation and excitement. But, it also requires careful planning and thought to ensure you can enjoy the lifestyle you want during retirement. There are some smart strategies for properly paying yourself in retirement so you may continue living comfortably without fear of running […]
Marriage can be a wonderful thing, tragically, 40-50% end in divorce. The legal and financial implications of a divorce can be complicated, but there are steps you can take to prepare for life after the divorce and protect your retirement accounts. Read on to learn about property division rules by state and how to adjust […]
Long-term care is a critical factor for people who are planning for retirement. It’s essential to understand what long-term care is, its cost, and the options available to you to make an informed decision about how best to prepare for potential long-term care needs. Let’s break down why long-term care planning is so important. What […]
Are you a retiree or a soon-to-be looking for an investment with a guaranteed income stream? Fixed Indexed Annuities may be the right choice for you. An indexed annuity is a type of financial product that offers guaranteed income streams and the potential to earn money based on market performance. Read on to learn more […]
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