Carolina Financial Advisor

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Sectors: Overweight, Underweight, or Just Right?

Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
How Funding an HSA Could Help Strengthen Your Retirement Strategy

Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
Time for a Spring Cleanup: Organizing Your Financial Records

Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.