Skip to content
main-logo
MENU
  • Home
  • Your Team
  • Services
    • Financial Services
    • High Net Worth
  • Events
  • Resources
    • Podcast
    • Blogs
    • Books and Guides
    • Weekly Updates
  • Contact
MENU
  • Home
  • Your Team
  • Services
    • Financial Services
    • High Net Worth
  • Events
  • Resources
    • Podcast
    • Blogs
    • Books and Guides
    • Weekly Updates
  • Contact

Posts Tagged ‘retirement checklist’

February 25, 2025 Weekly Update

By angelicacomahig | February 26, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

Navigating Retirement: Inflation, Market Volatility, and Social Security

By angelicacomahig | February 25, 2025

Planning for retirement requires careful attention to many financial factors, especially in today’s economic climate. Retirees and those nearing retirement in 2025 face challenges such as inflation, market volatility, and…

Read More

February 10, 2025 Weekly Update

By angelicacomahig | February 10, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

Retirees’ Guide to the 2025 Economy

By angelicacomahig | February 10, 2025

Economic analysts, policymakers, and investors alike are eager to understand what lies ahead. We spoke with Andrew Opdyke, an economist with First Trust Investments, to guide us through his insights…

Read More

February 3, 2025 Weekly Update

By angelicacomahig | February 3, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

Designing Dream Trips: Tips from an Expert

By angelicacomahig | February 3, 2025

Have you thought about your “Dream Trip”? Retirement is the perfect time to embark on unforgettable adventures. We spoke with Molly Glasgow, a luxury travel specialist, to get some advice…

Read More

January 13, 2025 Weekly Update

By angelicacomahig | January 14, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

2025 – Common Deductible Charitable Gifts in Retirement

By angelicacomahig | January 13, 2025

As we step into 2025, many individuals are re-evaluating their goals and aspirations for the new year. For those inclined towards philanthropy, understanding the tax implications and strategies behind charitable…

Read More

January 6, 2025 Weekly Update

By angelicacomahig | January 6, 2025

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple…

Read More

2025: Important Financial Numbers in Retirement

By angelicacomahig | January 6, 2025

As we step into 2025, it’s essential to stay informed about key financial updates that could impact your planning for the year ahead. Each year brings adjustments to important metrics…

Read More
« Newer Posts
Older Posts »

Recent Posts

  • Mid-Year Economic Update: 2025 
  • Triple Tax-Free: The HSA Advantage
  • Retirement Transition: Keys for a Smooth Shift
  • Inherited IRA: A Guide for Beneficiaries
  • What You Need to Know About Medicare Part D Changes

Recent Comments

No comments to show.

Let's Build Your Peace of Mind Roadmap™ Together

You deserve a retirement that’s stress-free, predictable and well-planned. Take the first step along your Peace of Mind Pathway™ by scheduling your no-obligation, 15-minute introductory call.

Let's Visit
main-logo-white
MENU
  • Home
  • Your Team
  • Services
    • Financial Services
    • High Net Worth
  • Events
  • Resources
    • Podcast
    • Blogs
    • Books and Guides
    • Weekly Updates
  • Contact

Raleigh Office:
4101 Lake Boone Trail, Suite 111
Raleigh, NC 27607
Get Directions

Chapel Hill/Durham Office:
1414 Raleigh Road
Suite 125
Chapel Hill, NC 27517
Get Directions

Contact:
Email: info@pomwealth.net
Phone: 919.787.8866
Fax: 919.944.4177

Connect

Facebook 30x30
LinkedIn 30x30
Insta 30x30
Youtube 30x30
brokercheck

Investment Advisory Services provided by POM Investment Strategies, LLC., dba Peace Of Mind Wealth Management.

Privacy Policy | Terms of Use | Disclosures | Form CRS

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Call Now Button