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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What can be learned from the savings rate?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
At what point can you call a personal vehicle commercial?
For homeowners who think their property taxes are too high, there are ways to appeal.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?