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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Important items to consider when purchasing condo insurance.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a quick guide to checking to see if you have unclaimed money.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn about what risk tolerance really means in this helpful and insightful video.