Capital Choice of the Carolinas

04/06/2026

Reader's Question:I'm 55, married with a 17 year old and a 4-year old step son. I was fortunate enough to work 24 years at a pharmaceutical company during which I contributed to my 401(k). I’m no longer with the company, but my 401(k)...

03/30/2026

1. Why do you consider passive income an essential part of a comfortable retirement plan? When considering retirement needs, one of the most apparent requirements is a steady income. During the planning process, we examine potential...

03/23/2026

Were you considering long-term investment strategies? The following principles and things to know are important to consider when making a long-term investment. Time in the market can be far more important than timing the market....

03/19/2026

We’re excited to share that our very own Ronnie Gillikin was recently featured in a new Kiplinger’s Personal Finance article: “5 Tips to Get Your Kids Investing as Soon as Possible.”

In the piece, Ronnie shares insights on the importance of introducing children to investing early and how families can help the next generation develop strong financial habits from a young age. Teaching kids about saving, investing, and long-term planning can set the foundation for lifelong financial confidence.

The article was also picked up by MSN Money, helping bring even more attention to the importance of financial education for the next generation.

Have questions about investing for your family or helping your children get started? We’re always here to help.

Check it out here:

Kiplinger’s:

Teaching your kids to invest early will help them build a solid financial future. Here are five ways to get them started.

03/12/2026

We’re excited to share that our very own Ronnie Gillikin was recently featured in a new MarketWatch article: “$1 Million Saved for Retirement ‘Ain’t What It Used to Be’: American Workers Still Have a Long Way to Go.”

In the piece, Ronnie offers perspective on the evolving retirement landscape and the challenges many Americans face when it comes to building enough savings for the future. His insights highlight why thoughtful planning and a long-term strategy are more important than ever.

The article was also picked up by MSN Money, expanding the conversation around retirement preparedness and financial security.

Have questions about your retirement strategy or long-term financial plan? We’re always here to help.

Read the articles here:

MarketWatch:

It turns out that “a million dollars is nothing” when you really crunch the numbers on retirement savings.

03/08/2026

1. Why might parents want to get their kids investing ASAP? Investing as early as possible is a great idea for children because of the rule of 72 and the time value of money. The rule of 72 tells us how many years it takes for a...

01/01/2026

09/02/2025

ONE BIG BEAUTIFUL BILL I believe it’s important to keep you informed about changes that could affect your financial future. Earlier this year, new tax reform legislation was passed for 2025, and it introduces several updates that may...

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

06/11/2025

1. Common Questions around Gold: In your opinion (and generally speaking), do you think people’s gold investment allocation should change in today’s economy? Why or why not? (Base this question on the traditional recommended...

06/10/2025

I do not recommend buying silver as part of a portfolio. My research indicates that, depending on the dates chosen within the last 40 to 50 years, the compound annual growth rate ranges from 3% to 4.12%. Silver prices have historically...

06/05/2025

Various factors can cause stress by tracking spending. Overspending on unnecessary items can be a source of shame or failure. Insufficient income for basic needs or desires is a huge stressor and has been contributed to by the last few...