Blog
How to Turn $1 Million Into a Lifetime of Income: 4 Strategies for Raleigh & Charlotte Retirees
Retirees are often confused about turning a portfolio into retirement income. We look at four ways to think about that challenge.
2026 Tax Planning for Raleigh & Charlotte Retirees: How the "Big Beautiful Bill" and New Deduction Rules Impact Your Retirement
Retirement offers a unique tax planning window, but only if you take advantage of it.
The Growing, Invisible Risk in Fixed Index Annuities
Some of the largest FIA providers are piling into private credit adding even more reasons to avoid these complicated products.
Do You Really Need a Financial Advisor for Retirement?
The biggest mistake do-it-yourselfers make entering retirement is not realizing the skills that got you to retirement aren't the same ones you'll need to get through retirement.
The NC Retirees Guide to Tax-Efficient Income: Where to Pull Money from First When You Retire
As Certified Financial Planners (CFP) in Raleigh, we’ve seen many retirees in the Triangle area follow "conventional wisdom" that inadvertently costs them thousands in unnecessary taxes. Whether you are a former IBM or GSK executive or a long-time resident of North Hills, when you retire your withdrawal strategy can be nearly as important as your investment returns.
Raleigh Financial Advisor Mike Palmer in Kiplinger: Should Your Asset Allocation Change in Retirement?
Retirement isn't about just playing it safe. It's about having a plan that manages taxes, cash flow and your portfolio - all in alignment.
How to Retire Early and Still Maximize Your Social Security
Early retirement doesn't have to mean taking a reduced Social Security benefit.
Should You Buy SpaceX?
SpaceX is poised to be the highest valued IPO in history, but does that mean you should buy it? Are changes S&P wants to make good for investors, or good for S&P?
