Carolina Financial AdvisorNewsletters
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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What the Red-Hot Job Market Means for Workers
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.