Senior Retirement Solutions of the Carolinas, Inc.

Senior Retirement Solutions of the Carolinas, Inc. This is where it all begins: with a plan and the will to see it through to completion. That’s our

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
08/28/2021

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

The CARES and SECURES Acts offered financial relief during COVID-19. And though some of the benefits of these acts are no longer in effect, some of th

As a high earner, you have the potential of losing more money to taxes! Having a tax-focused understanding of your inves...
08/18/2021

As a high earner, you have the potential of losing more money to taxes! Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips to keep in mind...💭🤔

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to kee

If you're a little behind on retirement savings, don't panic. We're here to help. Give us a call today!
08/16/2021

If you're a little behind on retirement savings, don't panic. We're here to help. Give us a call today!

Fact: According to the U.S. Government Accountability Office (GAO), over half of all Americans 55 years or older have no retirement savings.1 Among th

Just like alphabet soup, Medicare can be confusing. Luckily, we know the ins and outs of your medicare coverage options!
08/12/2021

Just like alphabet soup, Medicare can be confusing. Luckily, we know the ins and outs of your medicare coverage options!

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for t

Whether your still hustling in your 30s, hitting your career stride in your 40s, or starting to think about retirement i...
08/08/2021

Whether your still hustling in your 30s, hitting your career stride in your 40s, or starting to think about retirement in your 50s, it’s important to understand how your investing mindset should change over time. Here’s the rundown of how to invest at different ages to make sure you stay on track for a more comfortable retirement.

Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your first home. Yo

Are your children or grandchildren growing up and becoming first-time homeowners? Here's how to Maximize tax deductions...
08/03/2021

Are your children or grandchildren growing up and becoming first-time homeowners? Here's how to Maximize tax deductions and get the most out of your return. Don't forget to pass these along!

Buying a new home can be an exciting and rewarding experience. While first-time homeownership can come with a lot of initial expenses, it also can com

Inflation can have a detrimental effect on retirement savings. However, there areseveral approaches you can take to prot...
07/31/2021

Inflation can have a detrimental effect on retirement savings. However, there are
several approaches you can take to protect your retirement from inflation. Here's how
you could curb the effects of inflation so that you don't have to give up your cup of coffee out!

Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying power o

You may think of it as one single event, but retirement is a multi-stage process. What stage of the process are you in?
07/29/2021

You may think of it as one single event, but retirement is a multi-stage process. What stage of the process are you in?

One of the most common misconceptions about retirement is that “retirement is a single event.” Not so many people understand that retirement, just lik

Cryptocurrency continues to trend upward in popularity among investors. How has COVID-19 affected it in 2021?
02/17/2021

Cryptocurrency continues to trend upward in popularity among investors. How has COVID-19 affected it in 2021?

Bitcoin made its debut in 2009 and has grown exponentially since. For example, in mid-September, Bitcoin was valued at a little over $10,800 per coin.

Here's what it would look like if you followed the 50/30/20 budgeting rule in real life
02/14/2021

Here's what it would look like if you followed the 50/30/20 budgeting rule in real life

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for th

Knowing how to handle details like timing and amount can be confusing when purchasing family life insurance. Make sure y...
02/12/2021

Knowing how to handle details like timing and amount can be confusing when purchasing family life insurance. Make sure your family understands these life insurance mistakes and how to avoid them.

Life insurance is your shield against unexpected (or eventual) hardship. The proceeds, type and timing of the insurance need to be tailored to individ

What is the lifetime value of Social Security benefits? We answer that question, and offer sometips on how to increase y...
09/25/2020

What is the lifetime value of Social Security benefits? We answer that question, and offer sometips on how to increase your benefit, in our latest post. Check it out today!

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How much is your Social Security benefit worth? Social Security can provide you with an estimate of your benefit at retirement, but that’s in terms of how much income you’ll receive each year. How much would that income be worth if it were valued as a lump sum asset, like your 401(k) or IRA bala...

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155 Woodlea Court
Mooresville, NC
28115

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