Money Matters: Begin Investing While Young
Cary, NC — There’s a simple word that has profound implications for savings and investing: compounding.
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Money Matters: The Real Costs of Purchasing a Home
Cary, NC — Homeownership has several advantages over renting, including lower monthly payments, deductible mortgage interest, and the accumulation of equity. But there is a definite price to pay for these benefits, including the expenses we’ll break down here.
Money Matters: Goals Beyond Retirement
Cary, NC — Retirement savings isn’t the only financial goal you might want to consider in a lifetime. There are other considerable milestones that you want to take into account as well.
Money Matters: Identity Theft and Taxes
Cary, NC — Identity theft is one of the fastest-growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal information about you.
Money Matters: What to Know Before Retiring Early
Cary, NC — Thinking of retiring early? Here’s what you need to know.
Money Matters: When to Claim Social Security Benefits
Cary, NC — As folks near retirement, one of the fundamental questions that come up is when to begin taking Social Security benefits. Here are a few trade-offs and tips to consider before making that decision.
Money Matters: Recognizing & Avoiding Online Scams
Cary, NC — Robo-calls and phishing emails are the tell-tale signs of many typical scamming attempts, but not all are easy to recognize.
Money Matters: Practical & Eco-Friendly Tips to Saving Money
Cary, NC — Here are some easy ways to protect the environment and improve your budget at the same time.
Money Matters: Distributions, Rollovers and Roth 401ks
Cary, NC — The Roth 401(k) incorporates features of both Roth IRAs and traditional 401(k) plans. This article looks at rules governing distributions and rollovers that are unique to Roth plans.
Money Matters: Financial Planning for Women
Cary, NC — There are a few unique considerations for women in the financial planning world. Here’s a couple of them.