Stay informed on the top financial topics and the key fundamentals of retirement planning and wealth management.
Taxes feel like a January problem, but by the time the forms arrive the year is closed. Every decision that could have changed the outcome happened months earlier. Taxable income, Roth conversion timing, required distributions, Medicare thresholds, and beneficiary forms all carry deadlines that land before December 31. August is already month eight.
Downsizing, building, or planning a big trip? Two local experts joined Matt Landon, CFP®, to talk through the real costs and decisions behind your next chapter, from custom home pricing to why travel insurance is worth every dollar. Practical insight for the decisions that shape retirement life the most.
Property tax climbs with home values, not with retirement income. North Carolina runs three relief programs for homeowners 65 and older, for permanently disabled homeowners, and for disabled veterans. One removes value from the bill. One defers the tax with interest. One ignores income entirely. All three run through the same form, and it is due June 1.
Retirement gave Ken Neves the freedom to cultivate more than a remarkable garden, it gave him space to nurture the life he values most. An Air Force veteran, devoted husband, grandfather, and lifelong builder, Ken approaches every project with patience, discipline, and purpose. It's the same steady mindset that shaped the trusted financial relationship helping him enjoy retirement with confidence.
An oil shock and Middle East conflict pushed markets lower to start the quarter, but easing tensions, a historic AI-driven rally in semiconductor stocks, and a resilient economy carried the S&P 500 to one of its strongest quarters in years. This update breaks down what drove the rebound and what a shifting Federal Reserve outlook could mean for your portfolio.
Most retirement plans account for markets, taxes, and Social Security, but long-term care is often left out. Here is what it actually costs, why Medicare does not cover it, and how families can build a plan before the need ever arrives.
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