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Ready, Set, Retire! - Parsec Financial - Retirement Planning

Ready, Set, Retire!

Are you getting close to retirement age?  Have your started daydreaming about long, lazy days in the sun without a hectic schedule filling every minute?  Then perhaps it’s time to do something about that wishful thinking and take some concrete action to make a smooth transition to retired life.

On Retirement - Parsec Financial

Turning 65, Reflecting Back and Planning Ahead

Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has evolved over the years.

The Day After Retirement

Sr. Financial Advisor Neal Nolan ponders what the first day of retirement might feel like and offers advice to those making the leap.

Tax Help for Growing Families

Having a child is one of life’s special events – but the cost of a growing family can also bring challenges to your life. Here are some ways that you can take advantage of tax breaks that come along with those extra mouths to feed.

Taxes Are the Golf Balls of Personal Finance

For the professional golfer, hitting your ball into the water has its price: It can be embarrassing. The internet is littered with stories and images of PGA Tour players dropping their trousers to take swings at errant, but playable, shots that have landed in hazard areas. It can cost you a tournament. Greg Norman, the

How To Get Your Children To Own Their Financial Future

I am often asked how to raise a financially literate child. It seems easy enough, right? We help them with some terminology, coach them to have financial discipline and teach them about the stock market. With a combination of an allowance and a lecture about frugality we send them on their way into life on the path to financial freedom. But like so many other aspects of raising a high functioning human, we learn that it does not work like we thought.

How Parsec Monitors Investment Securities

Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (“ETFs”), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected.

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