If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Thanks for stopping by the office yesterday Mayor Roberson, you are welcome back anytime! #smalltownrecognition #RockyMount #CCA
Mayor Sandy Roberson
September 15 at 10:00 AM ·
Happy 35th Anniversary, Steve Felton and Carolina Capital Advisors! I appreciate all you do for #RockyMount. Congratulations! Ameriprise Financial
Today Mayor Roberson stopped by the office to give Steve a plaque congratulating him on 35 years with Ameriprise Financial. When Steve asked Mayor Roberson how he found out he said, "A little bird told me." Whoever this "bird" was, well done! #SmallTownRecognition #LocalBusiness #CCA
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Yesterday we were able to celebrate two (early) birthdays for Steve and Creighton in the office. Steve went with his favorite caramel cake, while Creighton went with chocolate from everyone's favorite local store, Smiths Red and White! #SupportLocal #EatLocal #happybirthday #CCA
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Whether you’re currently a caregiver or want to be prepared for the possibility, I can help you navigate the financial implications.
AMERIPRISEADVISORS.COM
Caring for aging parents
Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year.
AMERIPRISEADVISORS.COM
The economic outlook for 2021
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
