Pate & Smith Investment Group

Pate & Smith Investment Group We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you fro

Welcome to Pate & Smith Investment Group. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.

05/12/2022

Don’t stand by and let your hard-earned money dwindle away. Stop the bleeding today and call or come by our office at 311 East Walnut St. in Goldsboro. Our phone number is 919 734-4075 or 919 738-0621. Our email is [email protected]. We have an amazing website at pateandsmithgroup.com. Take time to invest in your investment knowledge

We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you fro

Some people took pandemic-related early withdrawals from their retirement accounts last year. Here's what they should kn...
05/02/2021

Some people took pandemic-related early withdrawals from their retirement accounts last year. Here's what they should know about managing the taxes they now owe.

If you withdrew money from your 401(k) or IRA for reasons related to Covid, you're required to include at least a portion of taxes due on your 2020 return.

If you plan to make a financial gift to a young person, start by learning about your options.
04/29/2021

If you plan to make a financial gift to a young person, start by learning about your options.

As always, reach out if you have any questions.

Stay informed by subscribing to the twice-monthly newsletter.
04/26/2021

Stay informed by subscribing to the twice-monthly newsletter.

Sign up and stay tuned for this week's posts.

Before giving away an old computer, be sure to remove all sensitive data. Here's how to do it right.
04/24/2021

Before giving away an old computer, be sure to remove all sensitive data. Here's how to do it right.

Before you resell, recycle, or donate an old laptop, learn how to wipe a computer clean and protect your personal data with this Consumer Reports guide.

If you like my service or have feedback to share, don't forget to leave a review on my site.
04/22/2021

If you like my service or have feedback to share, don't forget to leave a review on my site.

If we’ve worked together in the past and you had a great experience, would you pay it forward with a review? Thanks so much in advance.

Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.
04/21/2021

Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.

IR-2021-57, March 16, 2021 — The Internal Revenue Service today reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.

Here's what to know about the IRS decision to change the tax filing date this year.
04/18/2021

Here's what to know about the IRS decision to change the tax filing date this year.

Pressure has been building for weeks to give taxpayers more time to file their 2020 federal income tax returns.

Many people consider buying more property at some point. Find out about the potential financial implications.
04/15/2021

Many people consider buying more property at some point. Find out about the potential financial implications.

Do you have questions? Reach out anytime.

The twice-monthly newsletter brings timely news and insights to your inbox.
04/12/2021

The twice-monthly newsletter brings timely news and insights to your inbox.

Sign up and stay tuned for this week's posts.

Are you working on getting your affairs in order? Before you meet with an estate planning attorney, it's important to be...
04/03/2021

Are you working on getting your affairs in order? Before you meet with an estate planning attorney, it's important to be as prepared as possible.

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productiv

Address

311 East Walnut Street
Goldsboro, NC
27530

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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