Money Matters: Achieving Your Goals

Cary, NC — In addition to saving for retirement, there may be several other major financial goals you’ll need to juggle in a lifetime.

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Money Matters: Knowing What You Need to Retire

Cary, NC — Uncertainty over the future of Social Security, longer life expectancy and inflation all factor into how much you’ll need to save for a comfortable retirement.

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Money Matters: 5 Common Investment Mistakes

Cary, NC — Only about 17% of American workers say they are “very confident” they will have enough money to live comfortably throughout retirement.

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Technology: Venmo for Boomers

Cary, NC – In our new COVID world, digital payment apps like Venmo have become much more popular. Here’s what you need to know to use Venmo. Read more

$2 Trillion CARES Act Explained

Cary, NC — Many businesses and individuals within our community are struggling with the new realities that COVID-19 has created. The CARES Act, however, may provide some much-needed relief for our neighbors, friends and loved ones.

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Tax Season Postponed by Pandemic

Cary, NC — In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the 2019 federal income tax filing and payment deadline until July 15, 2020.

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The Risks of Stock Market Timing

“Market timing” is the strategy of trying to predict when stock prices will rise and fall and attempting to buy low and sell high.

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Money Matters: Protect Yourself

Cary, NC — The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. We live in a litigious world, one in which even friends and neighbors can be convinced to see opportunity in the wake of misfortune. Read more