Downloads and Links

Core Retirement Downloads

Key Financial Data

Important financial information including current tax schedules, standard deductions and exemptions.  There is also information on withholding allowances, tax deadlines, social security information, and more.

Revocable Living Trust

The revocable living trust is a unique and relatively new technique that allows you to own property during your lifetime.  You then transfer that property your intended beneficiaries at the time of death. 

Estate Planning Basics

A properly structured estate plan allows you to choose your beneficiaries.  In addition, it provides for the management of your assets.  And finally, it also helps avoid probate and can eliminate or reduce taxes.  In short, it provides peace of mind.

7 Realities of RMDs

Required Minimum Distributions, or RMDs, are complicated.  Therefore, this overview sheds light on some realities and has been updated to reflect the SECURE ACT which passed on December 31, 2019.

Request Key Financial Data
Request Revocable Living Trust
Request Estate Planning Basics
Request 7 Realities of RMDs

What Will The Recovery Look Like?

What will the recovery look like? That’s the question every economist is asking. The answer will dictate how soon life returns to normal – and what normal actually is.

Understanding Social Security

This guide provides an overview of eligibility, and discusses when you should file, your break-even age, and more.  Overall, it gives you a better understanding of Social Security.

An Investor's Guide to Financial Cybersecurity

Here are some simple steps you can take to protect your data, your money, and your identity. You’ll also learn a little more about how to recognize the different types of fraud, scams, and cybercrimes that investors need to look out for.

A New Resource is Coming Soon

Request What Will The Economic Recovery Look Like?
Request Understanding Social Security
Request An Investors Guide to Financial Cybersecurity
Request A New Resource is Coming Soon

Real Estate Investment Primer

This overview of provides and introduction to 1031/1033 Exchanges, DSTs, and Opportunity Zones.  In addition, requirements, advantages and restrictions are discussed.  Finally, there is a case study to help clarify explanations.

Six Steps to Financial Independence For Women

No matter who you are or where you come from, financial independence is important.  This is especially true for women as they face unique financial challenges along the way. With this in mind, we created this informative guide.

Are You Facing Divorce?

Regardless of circumstances, divorce is a difficult process. Although this booklet is not legal advice, it does provide a general overview of divorce in North Carolina.

Losing Your Spouse

The loss of a spouse is shattering.  This is especially true if you aren’t the spouse handling most of the finances. In the event you find yourself in this situation, here are a few basic financial tips.

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Request Six Steps to Financial Independence for Women
Request Are You Facing Divorce?
Request Losing Your Spouse

Useful Links

Tax Questions?

Your Social Security Earnings Record

Historical Tax Rates

IRS Tax Withholding Calculator

US Debt Clock