Category: Retirement Planning

Securing Retirement Income

A growing number of retirees are seeing the benefits of using annuities to generate secure sources of lifetime retirement income.

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Income For Life

Finding sources of safe, lifetime income streams is paramount to a successful retirement. Fixed annuities offer guarantees, safety, and flexibility that make them an attractive part of a retirement income plan.

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Many Aging Boomers Are Fat & Broke

Many first-wave baby boomers are not on track to succesfully retire. And many in North Carolina are not in good health either.

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Investing Is Like Losing Weight

Losing weight isn’t as easy as it sounds. Neither is investing in the stock market. This article delves into two of the most common challenges people face when trying to be successful investors.

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Should I Hire A Money Manager?

Many people wonder if it would be worth it to hire a money manager to help with their investments. Find out if working with a professional is for you.

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Special-Needs Financial Planning

Family’s with special-needs members need a personal financial planner who is also part life coach and part social worker.

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Giving Equally To All Your Children

Giving equally to all your children can be difficult to swallow. But giving more to one can cause family contention that could last a lifetime.

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2010…Year Of The Roth IRA Conversion!

2010 is the perfect year to do a conversion to the Roth IRA. You can pay the taxes over 2 years. But there are some things to be careful of.

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Wednesday January 20th, 2010 in Retirement Planning, Taxes, financial planning | 2 Comments »

The Perfect Storm – Part 3

Today’s tsunami in Samoa is much like the economic recession that we are in. The factors that caused it were like the earthquake. Once that happens, the wave is coming, and there is nothing that will stop it.

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The Perfect Storm – Part 2

Personal financial planning is all about understanding the risks you face, and then preparing to avoid or deal with them. You need a plan to help you be prepared.

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