Phone:  (919) 755-4889

E-mail:  teresa@goldenyearsadvisors.com

 

Golden Years Advisors, LLC is a BBB Accredited Financial Advisor in Raleigh, NC

I.R.I.S.

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Latest News
Fall Financial Reminders

 

 

The year is coming to a close. Have you thought about these financial ideas yet?

 
Provided by Jim Yent
 
As every calendar year ends, the window slowly closes on a set of financial opportunities. Here are several you might want to explore before 2015 arrives.
 
Financial Considerations for 2015

 
Is it time to make a few alterations for the near future?
 
Provided by Jim Yent
 
                      
2015 is less than three months away. Fall is the time when investors look for ways to lower their taxes and make some financial changes. This is an ideal time to schedule a meeting with a financial, tax or estate planning professional.
 
Financial Sense - Welcome to October

 

We have been sharing the historic trends about how equity markets perform in the fall – and on average, it’s not pretty. Recall that several of “the big ones” – the crash of 1929, the 22% single day crash of 1987, and the 2008 market meltdown when Lehman Brothers went bankrupt – all of these historic market declines occurred in October.
 
That First RMD from Your IRA

What you need to know.

Provided by Jim and Teresa Yent

When you reach age 70½, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These IRA withdrawals are also called Required Minimum Distributions (RMDs). You will make them annually from now on.1

 
Quarterly Economic Update - 2Q 2014

THE QUARTER IN BRIEF
After a first quarter marked by dismal GDP and a tepid stock market, the second quarter of 2014 brought welcome change. The S&P 500 posted a Q2 gain of 4.69%. Hiring picked up, and so did inflation.