Parsec News

Travis Boyer Named “Top Next-Gen Wealth Advisor” by Forbes

October 1, 2021

The Pilot: What You Don’t Know About Estate and Gift Taxes May Hurt Your Legacy

August 12, 2021

Parsec Financial Ranked #3 N.C. RIA by Financial Advisor (FA) Magazine

July 22, 2021

InvestmentNews: Clients are upping charitable giving in the wake of the pandemic

July 15, 2021

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Latest Blogs

The Role of the Trustee

Sherry Wells October 21, 2021

The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of the trust.

How Property Titling Can Affect Your Estate Plan

Michael Bruder September 29, 2021

Most people don’t realize that how you hold title to property directly influences your estate plan. Since it’s a common misunderstanding that can dramatically alter your intentions, let’s explore why.

Seven Potential Tax Implications of the September 2021 American Families Plan Proposal

Parsec September 28, 2021

Our financial planning team has been reviewing the latest American Families Plan proposal that was released mid-September. While it is still merely a proposal and has a long way to go to become law, we wanted to point out seven areas that we are watching closely as they could impact many of our clients if it goes into effect. As with all matters related to your taxes, please consult your accountant.

Estate Planning for the Non-Traditional Family

Bradley Burk September 22, 2021

No two people are alike, and no two families are alike. More often families are being created and shaped in non-traditional ways and continue change the way we think of families, such as single parent families, blended families, same-sex households, and children as caregivers for aging parents. In a way, non-traditional families are more the

Financial To-Do’s in the Aftermath of Losing a Loved One

Greg James September 20, 2021

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. The financial planning and investment management needs are dramatically unique depending on what stage of life the surviving spouse is in.

5-Year Retirement Countdown Checklist

Michael Baughman August 31, 2021

Are you within 5 years of retiring? If so, here is a quick checklist for you to reference on what you should be doing five, four, three, two and one year before retirement. Let the countdown begin!

Adjusting Your Portfolio Allocation Ahead of Retirement

Travis Boyer August 30, 2021

In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.