View our updated cyber security checklist here. Learn ways to mitigate your risk and protect yourself online.
Who This Applies To: Traditional IRA owners who are at least 70 1/2 Benefits to you: Making your charitable gifts directly from your IRA can result in three possible benefits Reduction in taxable income A decrease in the taxable portion... Read More →
Who this applies to: Those individuals that make supplemental contributions to 403(b) and 457 retirement plans Benefits to you: Designating contributions as Roth can potentially lower taxes in three ways Paying taxes now at a lower rate than might be... Read More →
An increasing number of cyber attacks are being designed to take advantage of human behavior rather than flaws in hardware or software. Email remains the primary weak link for most individuals as attackers target our natural curiosity, our desire to... Read More →
Read Clear Waters here, and email us at email@example.com for a free consultation.
Read Diving deeper here, and email us at firstname.lastname@example.org for a free consultation.
Read Charting new waters here, and email us at email@example.com for a free consultation.
Read Navigating your path to retirement here, and email us at firstname.lastname@example.org for a free consultation.
When you invest, you take risks. For most people, risk is managed by building a diversified portfolio that holds different types of investments whose performance is loosely correlated. When changes are made, it should be done with an eye to... Read More →
From the advisors at Collegiate Capital Management, Inc. The UNC System and the State of North Carolina have embraced recent Roth-related changes to the IRS code. UNC System employees can now designate contributions to three supplemental retirement accounts (SRAs) as... Read More →