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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HOT TOPIC: Is the Yield Curve Signaling a Recession?
Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period. Occasionally, however, this relationship flips, and investors are willing to accept lower...
Is This Bull Timid or Ready to Charge?
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the benchmark index was officially in...
Small Businesses Should Prepare for Stronger Tax Enforcement
The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted workforce, which is expected to improve enforcement to the tune of about $200 billion over a decade. Treasury Secretary...
SECURE 2.0: Big Impact for Small Businesses
A recent AARP study found that nearly half of all private sector employees ages 18 to 64 had no access to a retirement plan at work. It also found that small businesses are more likely to lack a work-based plan, putting their workers at a significant disadvantage when...
On the Move Again: International Travel Tips
With the COVID pandemic receding in most areas of the world, Americans are traveling again. U.S. citizens took more than 80 million international trips in 2022, an increase of almost 66% over 2021.1 If you’re planning a foreign vacation, here are some suggestions to...
Home Energy Tax Credits
A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy efficient home improvement credit is available for qualifying expenditures incurred for an existing home or for an...
How Long Will It Take to Double My Money?
Before making any investment decision, one of the key elements you face is working out the real rate of return on your investment. Compound interest is critical to investment growth. Whether your financial portfolio consists solely of a deposit account at your local...
What Are Some Tips for Managing My Money?
As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach. Spending a few minutes each week to maintain your cash management program, can help you keep track of how you...
529 Lesson Plan: High Scores for 529 Plans
Looking for a tax-advantaged college savings plan that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider 529 college savings plans, a popular way to save for higher-education expenses. Named...
What Is Dollar-Cost Averaging?
Every investor dreams of buying into the market at a low point, just before it hits an upswing, and garnering a large profit from selling at the market’s peak. But trying to predict market highs and lows is a feat no one has ever fully mastered, despite the claims by...
What Stock and Bond Investing Alternatives Do I Have?
Many prudent investors may have at least some of their holdings in stocks, corporate bonds, or both. In fact, when most people think of “investing,” they think of Wall Street and the stock market. Many fail to realize that there are alternative ways to invest in...
What College Investment Options Do I Have?
As tax laws change, college investment planning becomes increasingly complex. The most beneficial strategies for creating a college fund are quite similar to other investment tactics. Investment products that are tax deferred, tax exempt, or transferable without tax...
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