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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Second marriages are a trigger event to revisit any existing estate strategies.
Good employee health can be great for the company’s bottom line.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
In the face of divorce, making changes to insurance coverage may be overlooked.
One way to find money is to examine your current spending habits and eliminate money wasters.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
It’s never a bad time to speak with your financial professional about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
Check out this video to begin separating fact from fiction.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.