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
Overview On Dec. 20, 2019, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of a year-end appropriations package. This bill is designed to help employers sponsor more effective retirement plans for their employees and update some individual retirement plan rules. The provisions of the SECURE Act…
2019 Goes Out With an Economic Bang After a strong Q3, momentum continued throughout Q4 as we repeatedly hit new highs to close out the year. Q4 market drivers were the same we’ve seen all year; namely the China trade talks, the Federal Reservice, and political turmoil in Washington. The U.S. and China returned to…