Retirement Preparation Mistakes
Jan 31, 2022
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps during retirement preparation.
Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or fate, we need to be aware of them as we prepare for and enter retirement. (more…)
Tags: Certified Financial Planner Charlotte NC, financial advisor, Financial Planner Charlotte NC, Financial Planning, Investment Portfolio, retirement, tax guide
IRA Contributions are Approaching Deadlines
Jan 7, 2022
Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines. This year, like 2021, will see a few changes and distinctions especially with IRA contributions. (more…)
Tags: financial advisor, Financial Planning, retirement, Retirement Planning, tax guide, Tax Planning, tax season guide
Retire Single
Dec 6, 2021
About 6% of Americans 65 and older have never married. That statistic comes from a 2019 Census Bureau report, which also found that 22% of Americans aged 65-74 live and retire alone. (more…)
Tags: Family Wealth, Financial Planning, Income Planning, retirement, Retirement Planning
Tax Considerations for Retirees
Dec 3, 2021
The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. (more…)
Tags: Financial Help, retirement, Retirement Planning, Tax Advantages, Tax Planning, taxes
The Chapters of Retirement
Nov 10, 2021
The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own things to consider. (more…)
Tags: retirement
Wise Decisions with Retirement in Mind
Nov 1, 2021
In retirement, some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Personal Finance, retirement, Retirement Planning
401(k) Millionaires
Sep 1, 2021
Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. (more…)
Tags: Personal Finance, retirement, Retirement Planning, Retirement Tax Savings
Eldercare Choices in the COVID-19 Era
Jul 26, 2021
Given the threat of COVID-19, seniors today may be considering their eldercare alternatives with extra caution.
In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost over $100,000 a year.1 (more…)
Tags: Current Events, financial advisor charlotte nc, Long-Term Care Planning, Medicare, retirement, Risk Management
Inflation Can Be a Scary Word
May 21, 2021
Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” (more…)
Tags: Current Events, financial advisor charlotte nc, Financial Planning, Income Planning, Investing, retirement
2020 IRA Deadlines Are Approaching
Feb 5, 2021
Financially, many of us associate April with taxes – but we should also associate December with important IRA deadlines.
December 31, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts.
April 15, 2021 is the deadline for making annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts.1 (more…)
Tags: Personal Finance, retirement, Retirement Planning, tax guide, tax season guide, taxes
More Insights
Jul 9, 2025
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
Jul 7, 2025
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”
Jun 20, 2025
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
Jun 18, 2025
During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake … Continue reading “Why Long Term Investing Beats Selling in Volatile Times”
Jun 16, 2025
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.
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