Broker Check

126 W Chatham St
Cary, NC 27511

LinkedIn

David Hellinger

(919) 459-4174

 
The Wild West of Data Theft Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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.

The Plan & Process

Learn More

Client Documents

Click Here to View

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Saving for College 101

Here’s a crash course on saving for college.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

View all videos arrow