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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here are five facts about Social Security that are important to keep in mind.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There’s a link between debt and stress.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
Are Real Estate Investment Trusts right for your portfolio?
Three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.