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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Determine your potential long-term care needs and how long your current assets might last.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Couples may be able to head off many of the problems in a marriage that money can cause.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It's easy to let investments accumulate like the junk in a junk drawer.
There are things you can do to keep yourself safe when you lose your wallet.
Do you have causes that you want to support with donations? Here are three tips.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.