Welcome to Carolina Wealth Strategies
Carolina Wealth Strategies is a financial services firm located in Cary, NC that is committed to helping guide and advise individuals, families, and business owners towards the accomplishment of their financial and life goals. We work to design and implement strategies to help create, grow and conserve wealth, while delivering a high level of personalized service and expertise.
This site will not only introduce you to our company's philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so please add us as to your favorites and check in regularly.
Should you have any questions, would like more information on our firm, or want to schedule a complimentary analysis to discuss your specific questions or needs please feel free to email us at Jamey.Bass@CarolinaWealthStrategies or call us at (919) 654-4599. We look forward to hearing from you.
Newsletters
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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The Beige Book: A Timely Economic Read
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.