July 7, 2025
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Retirement Planning
A Second Act, Painted by Hand: Larry and Ruthie's Story
August 27, 2026
For forty years, Larry looked closely at other people's vision as an optometrist in Elkin and across the Piedmont. Retirement gave those same habits somewhere else to go. Six-foot canvases in a galley kitchen. Colored pencil layered seven deep. Pickleball at 7 a.m. Dinner that actually looks like the picture. Larry and Ruthie, longtime Semmax clients, on what a second act can be built from.
Tax Planning
Why Your Year-End Financial Decisions Start In August
August 20, 2026
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.
Retirement Planning
Before You Downsize, Build, or Book Your Next Trip
August 17, 2026
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.
Tax Planning
The Property Tax Relief North Carolina Retirees Rarely Claim
August 10, 2026
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.
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