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
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.
 
USA Financial Trending Report - August 2014

 

Every month, we’re thrilled to make available to you an important video and letter from the CEO of USA Financial Portformulas, Mike Walters.

As you likely know, our firm, in conjunction with USA Financial Portformulas, monitors trends in the stock market and the economy. We rely on this data to help us make unemotional decisions about our investments.
 
When a Windfall Comes Your Way

 
What do you do with big money?
 
Provided by Jim and Teresa Yent
 
   
A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity to live and work on your terms.
 
New Office - We Are Moving!

 

We Are Moving!