Emerging Wealth

Where it’s never too early to plan for wealth and get investment advice.

Balancing careers, paying off student debt, saving for your kids’ college and affording that forever home are just a few of the challenges you face when accumulating wealth. This service is for clients whose portfolios are in the growth phase and need financial planning and investment advice.

With Parsec’s Emerging Wealth Service you receive financial planning and your investments are managed as needed, including investment advice on your 401ks and the like.

Topics that matter to you:

  • Student loan repayment strategies
  • Guidance in areas of Estate and Insurance Planning
  • Budgeting, cash flow planning, and retirement savings strategies
  • Education funding and planning
  • Consultation on employee stock programs, selling a business or refinancing your home

Learn investing and saving basics via our sponsored website “Young and not Broke.”

  • Choice_Overload_Image

    How to Best Handle the Choice Overload Phenomena

    The jam study demonstrated the phenomena known as “choice overload problem” when humans are faced with choices, less is better.

  • Graduation hat and dollar banknotes on table. Tuition fees concept

    Paying for College: Tax Savings

    The tax law changes of 2018 eliminated the tuition and fees deduction for college expenses. There are still several ways to save on taxes when saving for and paying for college.

  • Tax day marked on April 2019 monthly calendar with 1040 form

    Estimated Tax Payments

    What a relief it is as individual taxpayers to get our pesky income tax return filed on April 15 (or sometime thereafter, on extension) and have the IRS leave us alone for…

  • Scholarship money concept. Coins in jar with money stack step growing growth saving money investment

    Is a 529 Plan Right For Your Family?

    One of the major benefits of a 529 plan is the tax free growth, and tax free withdrawals for qualified expenses. Even if you are spending along the way, you could…

  • Budget Guidelines for the Budgeting Adverse - Parsec Financial

    Budget Guidelines for the Budgeting Adverse

    A few weeks ago, I had a conversation with a recent college graduate who was preparing to buy his first car.  He had an encyclopedic knowledge of every…

  • I Received an Inheritance, Now What? - Parsec Financial

    I Received an Inheritance, Now What?

    At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member.

  • Roth or Traditional IRA? - Parsec Financial

    Roth or Traditional IRA?

    April 15th contribution deadline looming, trying to figure out which type of IRA contribution makes more sense

Whatever your goals are, we can help.

Let's Talk