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There Is Risk Everywhere – Keep Calm and Carry On

The events of this past week should serve as good reminder to all of us that no matter what you do every day, we face risks beyond our control. Not that we should live our lives in constant fear – we should just prepare for the worst and then feel very fortunate should we end up living long and healthy lives.

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

Budgeting Goals Made (Somewhat) Simple

Budgeting is very important for setting yourself up for longer term financial success. I personally prefer monitoring three separate equations for main spending goals including retirement savings, home mortgage costs, and overall debt servicing costs.

southern pines financial advisor - Parsec Financial Planning - Fee Only Financial Advisor in Asheville NC Charlotte NC

Get Ready for Tax Season

Hopefully you can enjoy scenes like this more so than your file drawer over the next few months. So, to make that happen, we can help you more easily collect the information necessary for your upcoming tax preparations.

Four Things You Should Know About the SECURE Act

Now that the in-laws have left and the last of the holiday leftovers have been emptied from the fridge (hopefully!), let’s review four impactful changes brought about by the SECURE Act of 2019, which went into effect January 1, 2020.

Roth or Traditional IRA? - Parsec Financial

IRA Contribution Rules

The maximum contribution for 2020 contributions is $6,000 ($7,000 if age 50 over over). There are income limits which determine whether you can deduct your Traditional IRA contribution or if you qualify to make a Roth contribution.

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Michael Baughman

Michael Baughman

Michael is a Certified Financial Planner practitioner and a NAPFA-Registered Financial Advisor.

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