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.
Helpful Content
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.