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Blog

Tracey McInnis | Sep 1, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Tracey McInnis | Aug 1, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Digital art of a lawyer standing next to a large document and gavel.
Tracey McInnis | Jul 1, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Image of a sailboat sailing on a lake, with cloudy weather above.
Tracey McInnis | Jun 1, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Older couple embracing on a boat overlooking a body of water
Tracey McInnis | May 1, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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An older man relaxing and laying down in an inner tube on relaxing water.
Tracey McInnis | Apr 1, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Grandmother and granddaughter knitting together
Tracey McInnis | Mar 1, 2024

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Tracey McInnis | Feb 1, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Tracey McInnis | Jan 1, 2024

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Tracey McInnis | Dec 1, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Couple walking in a field with the ocean in the background
Tracey McInnis | Nov 1, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Grandmother with child
Tracey McInnis | Oct 1, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Southern Pines NC 28387

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