This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren. Compare the potential future value of tax-deferred investments to that of taxable investments. This calculator can help you determine whether you should consider converting to a Roth IRA.
Services
In 1981, Christopher Jones (CFP, CPA, PA) founded his practice based on integrity, confidentiality, and extraordinary commitment to each client. Christopher Jones and Carolina Financial Advisors now serve more than 600 clients annually with an exceptionally high retention rate.
Carolina Financial Advisors is a wealth management firm offering financial services including investment management, retirement planning, tax and estate planning, philanthropic counsel, and financial planning.CFA provides comprehensive financial mangement services to clients and their extended family members in a relationship based on honesty, advocacy, and trust.
Carolina Financial Advisors is a wealth management firm offering financial services including investment management, retirement planning, tax and estate planning, philanthropic counsel, and financial planning.CFA provides comprehensive financial mangement services to clients and their extended family members in a relationship based on honesty, advocacy, and trust.
Trust is key for your financial advisor relationship. They must be someone with the skill, integrity and character to handle this important task. We work with individuals and trusts managing investments with a number of different investment strategies utilizing most investments available today. We do not manage investments with a short-term perspective or attempt to provide excess returns in the short run.
Have you started the financial planning process, or have you updated that plan to reflect your current goals and aspirations? We have found that financial planning is also life planning and as clients go through life's journey, goals and aspirations change. Your Financial planning should reflect these changes.
Employers offer a retirement plan to benefit an important investment in the business - the employees. It is important that employers offer a competitive retirement program to attract and retain key employees. We provide creative solutions to help you develop an effective and efficient plan design. Your company may have specific expectations for participation, employer retirement funding, employee contributions, vesting, loans, or other goals.
Values based investing seeks to align our investments with our values. Biblically responsive investing further narrows values-based investing into companies that support traditional Christian values. Companies that do what is right and morally good while serving the needs of others, will also prosper best.
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