Dwight Bletcher

Dwight Bletcher Providing a better future for our youth, veterans, small businesses, and citizens of Onslow County through collaboration and fiscal responsibility.

Giving back can be a very meaningful part of your retirement. With a little planning, your charitable giving can also pl...
04/14/2026

Giving back can be a very meaningful part of your retirement. With a little planning, your charitable giving can also play a more intentional role in your overall financial strategy.

There are several ways retirees can support the causes they care about while staying mindful of taxes and long-term financial goals. From donating appreciated investments to strategically using IRA distributions, small choices can make a meaningful difference.

In this article, we break down four charitable giving strategies retirees may want to explore.

Read more here ⬇️
https://bit.ly/4c6XhjG

Whether you’re purchasing solo, with a partner, or co-owning with friends or family, I’m here to help you make a plan th...
04/09/2026

Whether you’re purchasing solo, with a partner, or co-owning with friends or family, I’m here to help you make a plan that considers savings, affordability, and timing to help the process feel more grounded and achievable.

Consider putting your tax refund toward your kid’s education, a stronger safety cushion, or a new home. Reach out to me ...
04/08/2026

Consider putting your tax refund toward your kid’s education, a stronger safety cushion, or a new home. Reach out to me to explore a few practical next steps.

Contact me to schedule a conversation tailored to your needs, whether you’re updating beneficiaries and titling, reviewi...
04/07/2026

Contact me to schedule a conversation tailored to your needs, whether you’re updating beneficiaries and titling, reviewing wills and trusts, or discussing how to document your wishes.

How much does it cost to hire a financial advisor?It’s a simple question, but the answer depends on a few key factors, s...
04/01/2026

How much does it cost to hire a financial advisor?

It’s a simple question, but the answer depends on a few key factors, such as the type of advisor you work with, the complexity of your financial situation, and how the relationship is structured.

In this blog, we explain the different ways financial planners charge and what those costs can look like in practice.

If you’ve ever wondered what goes into the cost of financial planning, this is a helpful place to start.

Read more here:
https://bit.ly/4sOgGfd

March is bracket season, and each year the same patterns reappear. Emotions, headlines, and overconfidence can quickly b...
03/24/2026

March is bracket season, and each year the same patterns reappear. Emotions, headlines, and overconfidence can quickly bust your brackets.

The same can be true in financial planning.

This carousel highlights five common behavioral finance habits that can affect long-term progress, including chasing trends, reacting to market news, and overlooking liquidity planning.

Awareness is a powerful first step toward making more thoughtful decisions.

Take a look and see which patterns feel familiar to you.

👉 Read the full article here: https://bit.ly/40Nt2b9

Roth IRAs are a powerful retirement tool — but once your income exceeds the IRS limits, contributing directly isn’t an o...
03/18/2026

Roth IRAs are a powerful retirement tool — but once your income exceeds the IRS limits, contributing directly isn’t an option.

That’s why many high-income earners opt for the backdoor Roth IRA conversion. The strategy is simple, but the tax reporting can become confusing fast.

Form 8606? Pro-rata rules? What actually appears on your return?

We explain everything in one article.

Get the clarity you need. ⬇️
https://bit.ly/4bMjfYZ

Growing your family brings joy and anticipation — along with a long list of things to prepare for. Amid appointments, ce...
03/11/2026

Growing your family brings joy and anticipation — along with a long list of things to prepare for. Amid appointments, celebrations, work, and nesting, it’s normal for financial planning to slip to the bottom of the list.

That’s why we created a simple, practical checklist to help you understand what to expect financially when expecting.

From budgeting for medical costs to adjusting insurance and long-term goals, this guide is designed to help you prepare with confidence.

Download the checklist here:
https://bit.ly/3PwvDn6

Then connect with your financial planner to make sure your plan grows right alongside your family.

A variable annuity can be a great asset for those looking for investment diversification in their retirement planning. L...
03/05/2026

A variable annuity can be a great asset for those looking for investment diversification in their retirement planning. Learn more about how these options can help grow your nest egg and let’s connect.

https://bit.ly/4cuKBUu

Your clients may not know how to set up a sustainable, guaranteed source of income for their retirement. Have the annuit...
03/04/2026

Your clients may not know how to set up a sustainable, guaranteed source of income for their retirement. Have the annuity talk with them and make sure they’re on the right path.

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that...
03/03/2026

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that you can be confident of.

Financial infidelity often starts quietly, with a decision made alone, an avoided conversation, or a detail left unshare...
02/26/2026

Financial infidelity often starts quietly, with a decision made alone, an avoided conversation, or a detail left unshared. Over time, though, those small moments can signal a deeper disconnect.

The heart of the issue isn’t usually the money itself. It’s the trust between two people and how they communicate about what matters.

This article and its corresponding video explore what financial infidelity can look like in real life and how couples begin rebuilding trust through honest, steady conversations.

Read the article and watch the video:
https://bit.ly/4bbemID

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Charlotte, NC
Charlotte, NC

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