Resources
Whether you’re a widow, a business owner, or a professional afraid to face retirement, I have various resources here to get your started.
If you’re ready to go deeper, schedule a call with me on my calendar.
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You’ve Received an Inheritance, Now What?
If you’ve recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending without planning, but don’t make any hasty decisions. Here are some suggestions that could help you manage your inheritance....
HDHP/HSA Pairing May Help Control Medical Costs
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your...
Can Consumers Keep Carrying the Economy?
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic growth or slowing it down.1 For the last 18 months, U.S. consumers have kept the economy strong despite high inflation and rising...
How Are Growth and Value Stocks Different?
Investors are often confused about the differences between growth stocks and value stocks. The main way in which they differ is not in how they are bought and sold, nor is it how much ownership they represent in a company. Rather, the difference lies mainly in the way...
What Is an Exchange-Traded Fund?
Exchange-traded funds (ETFs) are just one of the many types of investment funds available, but they have some qualities that are unique and set them apart from other vehicles. ETFs are securities that attempt to track all types of indexes, industries, or commodities....
What Are Dividends?
When considering the profit they make on stocks, many investors assess the gains they have obtained based on the appreciation of the stock on the open market or the gains they obtained after selling the stock for more than the original purchase price. However, it’s...
How Are Common and Preferred Stocks Different?
Common stock and preferred stock are the two main types of stocks that are sold by companies and traded among investors on the open market. Each type gives stockholders a partial ownership in the company represented by the stock. Despite some similarities, common...
What Is a Bond Ladder?
A bond ladder is a strategy involving the purchase of bonds that have staggering maturity dates. Instead of maturing all at once, the bonds mature in intervals. This may help a bondholder to be less susceptible to changes in interest rates. For example, assume you set...
How Are Annuities Taxed?
One of the most attractive features of an annuity is its tax-deferred status. Generally, you won’t pay any income tax on the interest or earnings until you start taking withdrawals in retirement (age 59½ or later). Qualified and nonqualified annuities are taxed...
CONTACT Carolyn
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Mon–Fri 9:00AM – 5:00PM
Opening hours
Mon–Fri 9:00AM – 5:00PM
Talk to Carolyn
Schedule a call or Call at 919-729 6545
Talk to Carolyn
Schedule a call or Call at 919-729 6545