UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT
I’m David Hellinger, managing director of Hellinger Financial in Cary, NC. My team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
I have years of experience in the many arenas of financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life- please call 919-459-4174.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Don't let procrastination keep you from pursuing your financial dreams and goals.
There are four very good reasons to start investing. Do you know what they are?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.