Blog
Should You Buy a Fixed Index Annuity?
Regulators are taking a hard look at index annuity sales. Here's what you should know.
Staying in Control of Aging in Place and Long-Term Care Decisions: A Guide for North Carolina Seniors
Proactive elder care planning involves far more than just a financial plan.
Why Your Very large 401(k) May Be a Tax Problem Waiting to Happen: Strategic Retirement Planning for North Carolina Pre-Retirees
Having a very large 401k often comes with an unintended tax surprise in retirement. Take these steps to address the problem before you retire.
Can a QLAC Reduce My IRA RMD? What You Should Know About Qualified Longevity Annuity Contracts
QLACs can help reduce the IRA tax bomb, but be sure to fully understand how they work before buying.
Trump Accounts vs. 529 Plans: Crafting the Ideal Wealth Strategy for North Carolina Families
Trump accounts differ from 529s in several important ways. Which account is right for you?
How to Retire Early and Build a Financial Bridge to a Maxed Social Security Check
Delaying Social Security provides an attractive guaranteed return, but it requires careful planning if you retire early.
Raleigh Financial Planner Mike Palmer in Kiplinger: How to Use AI to Decode Confusing Medical Bills
Before paying confusing medical bills, ask AI to audit your bill and explain the insurance jargon.
The Best Roth Conversion Strategy in 2026: A Blueprint for Raleigh & Charlotte Retirees
The SECURE Act 2.0 offers a unique window for Roth IRA conversions with proper planning.
