Located in Historic Wilmington, NC Our Office Feels Like Home Because it Used to be One

Carolina Retirement Planners is located in an elegant historic building in downtown Wilmington. Originally constructed in the 1920s as a personal residence, the building has served as ‘home’ for our offices for over 10 years. Our clients often tell us they find this environment to be more welcoming and relaxing than the customary office building. Take the virtual tour below to see inside!

When our guests and clients visit they are welcomed by our warm staff, a cup of tea or coffee and of course, a friendly nod from our company Mascot, Dogma.


Carolina Retirement Planners

620 Market Street
Wilmington, NC 28401
Phone: 910-815-3100

Recent Articles:

4 Steps to Manifesting Your Future

Do you ever make lists of all of the things you intend to do but haven’t quite gotten around to? Get back to the gym, go on that trip, start seriously saving for retirement. Whatever it is, it seems that after a few weeks, the list goes back into storage, only to be carted out and dusted off the next time you feel ambitious about getting back to your intentions.

Wanting change and enacting change are two different things. We know we want to lose weight, but the process of changing our lifestyle, modifying our diet and making room in a busy schedule for exercise can seem daunting. Humans are complicated that way. The benefits of completing the goal are not enough incentive to stick to it. We know we need to save for retirement, we know we should be managing our finances, investing and working toward our long-term goals. But, like the grasshopper and the ant, it can be hard to focus on the future when there is so much in the present that grabs our attention. This is called “present bias” and it causes us to spend at the moment instead of stashing more funds away for the future. [i] But when 51% of affluent investors, those who have investable assets over $500,000, fear being financially insecure in retirement and only 56% of American households even have a 401K, it’s definitely something we should be striving toward and discussing.[ii]  So, in this article, let’s explore how to get from creating an intention to actually accomplishing it.


North Carolina Residents may Benefit from Disaster Relief Tax Breaks

The storm has ended, the floodwaters have receded, and now you are left to clean up the mess that Hurricane Florence left in its wake. Hurricane Florence was the wettest tropical cyclone ever recorded in the Carolinas. Both North and South Carolina were declared federal disaster areas by the president. 53 people died. The storm surge and later flooding caused massive evacuations, power losses, and property damage estimated currently at over $44 billion dollars. A destructive storm of this nature can leave the survivors feeling lost as they attempt to recover.

Where You Live

As residents salvage their homes, start itemizing and begin the hard journey of rebuilding, one reprieve will come from the IRS. Individuals residing in Beaufort, Bladen, Brunswick, Carteret, Columbus, Craven, Cumberland, Duplin, Greene, Harnett, Hoke, Hyde, Johnson, Lee, Lenoir, Jones, Moore, New Hanover, Onslow, Pamlico, Pender, Pitt, Richmond, Robeson, Sampson, Scotland, Wayne and Wilson counties may qualify for tax relief.