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.

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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.

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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.

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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. Read more

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.

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Money Matters: Managing a 401(k) When You Switch Jobs

Cary, NC — In the past, boomers and generation X-ers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives.

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Money Matters: Preparing for Potential Unemployment

Cary, NC — If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.

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Money Matters: Brush Up on Your IRA Facts

Cary, NC — If you are opening an individual retirement account (IRA) for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration.

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Money Matters: Buying Your First Home

Cary, NC — Finding the right first home starts with a price range and a short list of desirable neighborhoods. But you may need to consider many other factors before investing in what may be your biggest asset.

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Money Matters: Budgeting for a Baby

Cary, NC — Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive.

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