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Maintaining Marital Bliss Through Your Retirement Transition

October 15, 2017

Compromise is a key component in any happy marriage. It gets couples through the many roadblocks that life places in the path of a long-term, committed relationship. And while the ability to negotiate and reevaluate throughout the long haul goes a long way, even the strongest partnership can find itself buckling under the stress of retirement. The hopes and dreams of a what a life in retirement will look like can change over the course of a marriage. Couples who had previously expressed shared notions of what they want in their retirement may find themselves going in different directions when a life of work finally ends. Many couples who have had decades of marital bliss with little discord find themselves stressed and unhappy when retirement finally comes.

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Hurricanes and Tornadoes in Your Financial World

September 15, 2017

My wife Sandy and I sat huddled in the dark; the wind outside howled as if a freight train was going by. It was the fall of 1984, our first hurricane experience in Wilmington. Hurricane Diana raged outside for 2 days, it was the first major hurricane to hit the U.S. East Coast in nearly 20 years. Sandy and I made all the classic preparations: uselessly taping masking tape to all the windows and stocking up on water, batteries, bread, ice and—of course—beer. We had plenty of advance warning because, even 30+ years ago, there were satellites, radar, airplanes, weather buoys, and other means of assessing and informing us of a potential crisis.

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Financial Literacy from Childhood to Adulthood

August 31, 2017

As a parent and a financial advisor, it has always been important to instill the value of financial knowledge and to encourage other parents to teach their children to understand the fundamentals of good financial decision making.

Unfortunately, lessons in money management can fall by the wayside and by the time kids are starting to make their own money choices they do not have the tools to avoid costly mistakes.

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UPCOMING EVENTS

Senior student in class

  • Wed
    24
    Apr
    2019

    Smart Women, Smart Retirement

    5:30pm - 8pmCity Club of Wilmington

    Wednesday, April 24th 5:30pm - 8pm
    Carolina Retirement Planners are proud to be among the exclusive group of independent financial advisors throughout the country authorized to host the new Smart Women, Smart Retirement™ seminar created by New York Times Bestselling Author David Bach! This seminar is designed to give you the tools you need to take control of your finances and live the life you want and deserve in retirement.
    City Club of Wilmington
    23 S. 2nd Street
    Wilmington, NC 28401
    5:30pm – Cocktails & hors d’oeuvres
    6:00pm – Seminar
    7:00pm - Dinner
    Want to learn how you can finish rich in today’s retirement landscape? Discover how our ‘Three Basket Approach’ to retirement can help women create a retirement they can be confident in. Learn the good and bad news about retirement that every woman needs to know. Discover how YOU can be prepared for life’s "What If’s" so you can retire confidently. Learn about ‘The Values LadderTM’ and why it’s critical for a smart retirement.
    Guests are encouraged to arrive 5-10 minutes early to get settled in before cocktails and hors d’oeuvres are served.
    Register Now! Space is limited!
    Call 910.815.3100 or email info@CarolinaRP.com to register

  • Thu
    25
    Apr
    2019

    Building Your Fiscal House

    11:30am - 1:30pmCity Club of Wilmington

    Thursday, April 25th 11:30am - 1:30pm Please Arrive by 11:15am
    Reservations are required & bringing a guest is encouraged!
    Call 910.815.3100 to RSVP
    David will go over all the elements it takes to help build a strong, flexible & sustainable financial home for your retirement that may resist any upcoming financial hurricanes.
    This is a great luncheon to bring your friends and neighbors, but space is limited - RSVP promptly
    Lunch will be provided.
    City Club of Wilmington
    23 S. 2nd Street
    Wilmington, NC 28401
    Register Now! Space is limited!
    Call 910.815.3100 or email info@CarolinaRP.com to register

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