Cary, NC — “It will never happen to me.” That’s what a lot of us think. In reality, disabilities can and do happen. – to anyone – at any time. Read more
Cary, NC — Today, there are many funding vehicles for those trying to accumulate money for a child’s education – stocks, bonds, mutual funds, Certificates of Deposit, annuities, or insurance products. All of these are good choices for accumulating funds, but when the time between deposit and demand is short, many find that money market mutual funds best meet their needs. Read more
Story by Raj Satsangi.
Cary, NC — If you’re like most people, you started-off the new year by taking an inventory of your lifestyle and resolving to make some changes. Read more
Cary, NC – In January, taxpayers begin receiving the documents they will need to file their 2012 tax returns. Here are some tips that will make sure you are prepared whether you file electronically, use Turbo Tax, or hire a professional to save you the headaches. Read more
Cary, NC – By 2033 the Social Security Administration (SSA) projects the number of eligible Social Security beneficiaries will double, while the number of contributing workers per recipient declines. Do the math. Read more
Cary, NC- Let’s face it: Market volatility is here to stay. We’re still recovering from the recession, and every day the market seems more and more unpredictable. This type of environment makes retirement planning quite difficult. Here are some thoughts on the issue of annuities. Read more
Cary,NC- After the traditional celebrations of our Independence Day are over, individuals who take a step back and contemplate their financial independence will have even more to celebrate. It is a great time of year to evaluate your financial situation and determine if you have control over your finances. Read more
Cary, NC – Many college graduates recently packed up their dorm rooms and returned to their childhood homes to reunite with roommates, mom and dad. Given the economic environment, many will remain living with mom and dad for awhile and join what has been dubbed the “boomerang generation.” Read more
Cary, NC – For many in the workforce, pensions may be a fading trend. But that doesn’t mean you can’t have a happy life after work. Here are my Top 4 Steps to Saving for Retirement. Read more
Pete D’Arruda (Coach Pete), president of Capital Financial Advisory Group, contributes monthly to the Money Matters column on CaryCitizen.
Cary, NC – Traditionally, we’ve been told that saving diligently during our working years is the key to a successful, comfortable retirement. Unfortunately, the harsh reality of accumulating a nest egg is only half the battle. Upon retirement, making your nest egg last is the next, and oftentimes more difficult, challenge. However, it is possible! Read more