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2607 Oberlin Road
Raleigh, NC 27608

919.781.4167
info@pendletonfinancial.com

Wealth Preservation The Facts About Income Tax What Can a Million Dollars Buy You? The Power of Compound Interest

Wealth Management | Estate Planning

"We are financial advisors for a select group of affluent business owners and doctors.  Our clients are looking for, among other things, to secure their retirement and financial goals and to create a family investment legacy.  Our team has developed and refined a process that puts all the pieces of the investment, business, and estate planning puzzle together.  We call this process the Wealth Legacy Approach."

 

 

 

 

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna

What Is a Roth 401(k)?

What Is a Roth 401(k)?

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

 

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

Life and Death of a $20 Bill

How long does a $20 bill last?

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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A Look at Systematic Withdrawals

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

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

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

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.

Tax Management Strategies

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

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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