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2607 Oberlin Road
Raleigh, NC 27608

919.781.4167
info@pendletonfinancial.com

16 Wall Street Cliches in 60 Seconds Inflation and Your Portfolio Making Your Tax Bracket Work Raise Your Retirement Income

Financial Planning & Investment Management

We work with families and businesses by helping them grow and protect their investments.  We are fee-based investment advisors who put the client’s needs ahead of our own.  We focus on the goals of the client and build a financial plan around those goals.  We follow time-tested principles to deliver consistent advice to our clients and help them achieve their goals.  


Whether it be crafting tax-advantaged strategies, helping to create an estate plan, or planning for long term care, we are here for our clients.

 


How We Help:


·        Retirement Plan Consulting (Profit Sharing, 401k & 409a)

·        Long Term Asset Growth

·        Wealth Protection

·        Planning for Retirement Income

·        Charitable Planned Giving

·        Equitable Estate Distribution

 


Tools We Use:



·        Tax-Efficient Managed Accounts

·        Stocks & Bonds

·        Exchange Traded Funds & Mutual Funds

·        Institutional Research Tools and Services

·        Life Insurance & Annuities

·        Disability & Long Term Care Insurance



Professional Partners:


·        Certified Public Accountants

·        Tax & Estate Planning Attorneys

·        Third-Party Custodians, Recordkeepers and TPAs

·        Property & Casualty Insurance Brokers

·        Employee Benefits Advisors

·        Commercial & Personal Bankers

·        Real Estate Brokers



Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What Do Your Taxes Pay For?

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Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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