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Required Minimum Distributions, Explained Simply
What changes once you turn 73 — and how to avoid the penalties that trip up even careful savers.
Learn more →Retirement Readiness Calculator
How the estimate works Enter the annual income you’d want in retirement, then subtract what Social Security or a pension will already cover. What’s left is the gap your savings need to fill. Divide that gap by a withdrawal rate you’re comfortable with, and you get a rough target for the nest egg that supports […]
Learn more →Average Net Worth by Age in America: 2026 Data
A typical American household had a median net worth of $192,900 in 2022, rising from $39,000 for households under 35 to $409,900 for households ages 65 to 74. These are the latest figures from the Federal Reserve's Survey of Consumer Finances, which runs every three years. This 2026 guide uses those figures as its foundation.
Learn more →Inheritance and Estate Tax by State: Where North Carolina Stands
North Carolina does not have an estate or inheritance tax in 2026, while sixteen other states and the District of Columbia tax wealth at death. Twelve states and the District collect an estate tax before heirs receive anything, and five states collect an inheritance tax from each recipient. Maryland collects both.
Learn more →What It Actually Costs to Retire in the Piedmont Triad: A County-Level Study
A retired couple in the Piedmont Triad needs at least $5,581.51 to $6,060.32 a year for property taxes and Medicare Part B, depending on the county. That is only the starting point and doesn’t account for everyday living expenses and other healthcare costs. Assisted living alone costs a median of $77,955 a year in North Carolina.
Learn more →The Top Financial Advisors in Greensboro, NC
We reviewed many financial advisors serving Greensboro and narrowed the list to the top eight firms. Our ranking uses the scoring method explained below, focusing on the factors that matter when you choose a local advisor.
Learn more →What North Carolina Financial Advisors Charge: A Form ADV Study
The typical North Carolina financial advisor lists a top annual rate of 1.25% of managed assets. For a $1 million portfolio, that rate would mean $12,500 a year. Among firms with a fee band that ends at $1 million, the median rate is 1.00%, or $10,000 a year on a $1 million portfolio. Most firms also charge hourly or flat fees for planning, so the asset-based fee does not cover everything a client may pay.
Learn more →North Carolina Retirement Taxes: The 2026 Rate Reference
North Carolina taxes retirement income at a flat 3.99% in 2026, and it doesn’t tax Social Security benefits. But the amount you pay can vary based on factors like your filing status and the type of retirement income you receive. Property taxes also add to the overall tax burden if you own a home.
Learn more →Weekly Market Commentary
A short, jargon-free read on what moved markets this week and what it means for your plan.
Learn more →RMD Calculator
Estimate this year's required minimum distribution from a traditional IRA or 401(k).
Learn more →Five Documents Every Family Should Have
Wills, powers of attorney, and the paperwork that keeps hard decisions out of a courtroom.
Learn more →Is Your Coverage Keeping Up With Your Life?
Why the policy you bought at thirty might not fit the family you have at forty-five.
Learn more →Tax-Smart Withdrawal Order, in Six Minutes
The sequence that can shrink your lifetime tax bill — explained with a whiteboard, not jargon.
Learn more →A Budget That Survives Contact With Real Life
A simpler way to track spending than the app you downloaded and deleted twice.
Learn more →Retiring Well Is a Skill, Not Just a Number
The non-financial planning that determines whether retirement actually feels good.
Learn more →Capital Gains Tax Calculator
Estimate the federal tax on a long-term capital gain, based on your filing status and income.
Learn more →College Savings 101
529s, custodial accounts, and how to talk to grandparents who want to help.
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