The professionals at Executive Planners NC, Inc. take great pride in striving to provide quality financial planning services. We are committed to serving you in the best possible manner with the most accurate and current information and material to facilitate your decision-making. The cornerstone of Executive Planners is developing and maintaining relationships. Strong relationships provide the framework for professional ethics, integrity and trust, and thus the ability to make smart decisions.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Try these activities to keep your brain sharp.
There’s a link between debt and stress.
Regardless of how you approach retirement, there are some things about it that might surprise you.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.