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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Are You Eligible for Any of These College-Related Federal Tax Benefits?
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you're in this situation, here are three federal tax benefits that might help put a few more dollars back in your pocket. American Opportunity Credit...
HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of Signature Bank of New York. With $209 billion in assets and $175 billion in deposits, SVB was the nation’s 16th largest bank...
Bear Market Emotions: Strategy vs. Reaction
Market volatility is stressful for many investors, and 2022 offered plenty of stress tests. The bear market that began in early January sent stocks on a wild ride with far more downs than ups. The S&P 500 hit its low point for the year in mid-October, down more...
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and maintenance of infrastructure projects such as roads, airports, water systems, and facilities....
Social Security Offers Benefits from Birth Through Old Age
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security — throughout their...
Keep an Eye Out for IRS-Related Scams
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming the victim of a scam. One of the...
How Do I Make a Property Insurance Claim?
When it is time to make an insurance claim, the more prepared you are, the more smoothly it will go. Be familiar not only with your policies but also with the steps you should take to file a claim. Preventive Measures It’s important to know beforehand what to expect...
What Are the Main Types of Auto Insurance?
There are four main types of auto insurance are available: liability, uninsured or underinsured motorist, collision and comprehensive, and personal injury. Most states require drivers to carry certain types of auto insurance. Liability Insurance Liability insurance is...
What Is Variable Life Insurance?
The insurance industry has introduced different types of insurance to meet consumer needs. For example, universal life insurance was created to provide a solution for many of the perceived shortcomings of whole life insurance and term life insurance. (See “What Is...
What Is Universal Life Insurance?
Universal life insurance was developed in the late 1970s to overcome some of the disadvantages associated with term and whole life insurance. As with other types of life insurance, you pay regular premiums to your insurance company, in exchange for which the insurance...
What Is Whole Life Insurance?
Most people are familiar with whole life insurance. For many years, whole life policies were the predominant type of life insurance sold in America. When you purchase a whole life policy, you traditionally pay a fixed premium for as long as you live or for as long as...
What Is Term Life Insurance?
Term life insurance is “pure” insurance. It offers protection only for a specific period of time. If you die within the time period defined in the policy, the insurance company will pay your beneficiaries the face value of your policy. Term insurance differs from the...
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Talk to Carolyn
Schedule a call or Call at 919-729 6545
Talk to Carolyn
Schedule a call or Call at 919-729 6545