Planning For Tomorrow.....
217 Providence Road
Chapel Hill,
NC
27514
Phone:
- (919)929-0268
Fax:
- (919)493-9069
E-mail:
Newsletters
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.