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Ask the Experts: What happens if I die without a will or other estate plan?

01.10.2013  |  No Comments ››

The Ask the Experts blog series is a chance for North Carolina residents to get answers to retirement questions that plague them. My Retirement Education Center director, Steve Gaito, or one of our ... Continue Reading »

LTC

States go after children for parents’ nursing-home costs

06.25.2012  |  No Comments ››

States go after children for parents' nursing-home costs Twenty-nine states have laws that put adult children on the hook for parents' nursing-home bills. In Pennsylvania, children who have the means to pay can be ... Continue Reading »

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Experts in Social Security Education

04.29.2013  |  No Comments ››

My Retirement Education Center teaches people how to get the most out of their Social Security Benefits. We teach how to prepare for Retirement, but specialize in helping people understand their Social Security ... Continue Reading »

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Using a Calculator – Insights from a Raleigh Financial Planner

03.15.2013  |  No Comments ››

I can remember using my first calculator. I was probably 9 or 10 years old and had completed all the classes in school that taught the basic functions of math. Finally I could ... Continue Reading »

Insurance Lifebouy

Working seniors’ guide to enrolling in Medicare

07.16.2012  |  No Comments ››

Working seniors' guide to enrolling in Medicare Those who continue to work when they become eligible for Medicare can face more complicated decisions than those who have already retired regarding when to enroll and ... Continue Reading »

LTC

States go after children for parents’ nursing-home costs

06.25.2012  |  No Comments ››

States go after children for parents' nursing-home costs Twenty-nine states have laws that put adult children on the hook for parents' nursing-home bills. In Pennsylvania, children who have the means to pay can be ... Continue Reading »

Convention time

09.06.2012  |  No Comments ››

You can’t turn on the TV lately and not know that the two major parties are having their conventions to nominate their candidate for president. There are plenty of speeches trying to lay ... Continue Reading »

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Written withdrawal plans can keep retirees on track

06.18.2012  |  No Comments ››

Written withdrawal plans can keep retirees on track Some advisers are beginning to write down their clients' plans for withdrawing income during retirement. A written plan can help retirees who try to live too ... Continue Reading »

Budget

Control and Planning

11.01.2012  |  No Comments ››

I have seen an uptick in questions about year-end and pending tax increases. These range from “should I sell everything this year to avoid the potential rise in capital gains taxes,” to “will ... Continue Reading »

IRS Audit

IRS to step up enforcement of IRA rules

06.25.2012  |  No Comments ››

IRS to step up enforcement of IRA rules The Internal Revenue Service plans to keep a closer watch on individual retirement account contributions and withdrawals after a government report found its enforcement efforts to ... Continue Reading »

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