Take the next step toward your

Ideal Retirement

Carolina Retirement Planners works with friends and neighbors throughout New Hanover County and the surrounding area to help them work toward their financial goals through the use of insurance and investment products.

Download OUR Guide To Understanding the Recent Tax Reform Law

Find out how investors and businesses will be impacted by the new tax legislation.

Take the first step in planning for your financial future.

Register for an upcoming course.

Get started on your path to financial success. Attend a live event. Meet the Carolina Retirement Planners team and discover strategies and resources to help you begin planning for your financial future.

Next Event:

  • Sat
    23
    Jun
    2018

    Join us for a Tax Workshop at UNCW

    10:30 am - 12:00 pmUNCW CIE | 803 S College Rd Suite G Wilmington, NC 28403

    Do You Have a Retirement Tax Strategy?

    You can effectively manage your retirement income and lifestyle from taxes –but you should plan wisely. It’s extremely important you have a strategy and you re-visit and update it regularly.

    Taxes are an integral part of any plan for a successful retirement. This workshop, presented by David Shucavage, President & CEO of Carolina Retirement Planners answers to many of the tax-related questions pre-retirees and retirees often struggle with including how the new tax laws will affect you moving forward. We want to help you understand the potential impact taxes have on your retirement income and give you the tax planning tools to guide you to and through retirement.

Why is retirement different?

At Carolina Retirement Planners, nearly all our clients are in or nearing retirement. As we approach retirement, we are entering a distinctly different “phase” of our financial life.

ARE WE RIGHT FOR YOU?

Two ways to find out ...

1. The simplest and easiest is to call us at 910-815-3100 and schedule a 25-minute phone call with David to talk about your situation. You don’t even have to leave home.

2. Or set up a time when we can meet face to face in our offices.

David Shucavage has been published or interviewed by various magazines and financial publications.

David writes articles for financial magazines and is often interviewed by various publications on retirement and financial topics. He also speaks frequently in the Wilmington, NC, area, where he shares his expertise and financial strategies for those in or nearing retirement.

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