We are dedicated to helping you plan for your best retirement. David Shucavage and Sam Shucavage, a father-daughter duo, work together with the Carolina Retirement Planners team in a holistic fashion to bring all aspects of your retirement into one cohesive plan. We're passionate about helping individuals and families, just like you, having the best retirement possible.
When it comes to planning your future, there's a broad spectrum of possible outcomes that can determine how comfortable your retirement is. Learn how things like taxes, your health, and various other risks can affect your financial future. Wealth management isn't just about making sure you have enough money to get by.
When it comes to planning your future, there's a broad spectrum of possible outcomes that can determine how comfortable your retirement is. Learn how things like taxes, your health, and various other risks can affect your financial future. Wealth management isn't just about making sure you have enough money to get by.
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In the 70s, I graduated from Cornell Engineering School and followed the expected path, working for Corning Glass and then CibaGeigy. For over 20 years, I worked in engineering and consulting, with a goal of making money for companies. I am a North Carolina native and work alongside my father, David, as an advisor and partner.
Our Office Feels Like Home Because it Used to be One Carolina Retirement Planners is located in an elegant historic building in downtown Wilmington. Originally constructed in the 1920s as a personal residence, the building has served as 'home' for our offices for over ten years. Our clients often tell us they find this environment to be more welcoming and relaxing than the customary office building.
Life moves quickly. One day you're a carefree child, and the next you're an adult with a career, a home, and people who depend on you. Our job is to help ensure your transition into the retirement stage of your life is an easy one. One of the most common questions our clients ask us, "Will I run out of money?"
If you've retired or are nearing retirement and want to learn how to potentially avoid losing part of your IRA or 401k to the IRS in taxes, we invite you to attend this event! At this "Your Retirement & Taxes" event, you'll learn how to turn your IRA or 401k into a tax-friendly account, how to reduce or eliminate unnecessary taxes, and even how to potentially enjoy a tax-free retirement.
Happy Half Hour Thursday at 4:30 PM With David Shucavage and Sam Shucavage of Carolina Retirement Planners. Grab a drink of your choosing, sign into Facebook and join David and Sam for their weekly live event. You can watch all the past Happy Half-Hours below, or subscribe to our YouTube channel to receive notifications when a rerun of the live event is added!
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