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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Money Matters: Reducing Credit Card Debt

Cary, NC — If you are contributing to a staggering sum of outstanding credit card debt in America, you need to start digging your way out, and the sooner the better.

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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