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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:


·        Long Term Asset Growth

·        Wealth Protection

·        Planning for Retirement Income

·        Charitable Planned Giving

·        Equitable Estate Distribution

·        401k Investment Advice

 

Tools We Use:


·        Tax-Efficient Managed Accounts

·        Stocks & Bonds

·        Exchange Traded Funds & Mutual Funds

·        Life Insurance & Annuities

·        Disability & Long Term Care Insurance


Professional Partners:


·        Certified Public Accountants

·        Estate Planning Attorneys

·        Property & Casualty Insurance Brokers

·        Employee Benefits Advisors

·        Commercial & Personal Bankers

·        Real Estate Brokers


 

Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

U.S. Personal Savings Rate

What can be learned from the savings rate?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Buy or Lease an Auto?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Inflation and Your Portfolio

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

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