Tarheel Advisors

Preparing for Retirement

Investment Outlook 2023

2023 Market Predictions

If long-term investing was easy then everyone would do it, right? 2022 tested the resolve of the long-term investor like we haven’t seen in 14 years. Stock and bond indexes across the board were down double digits almost from the get-go, and a 4th quarter rally failed to materialize leaving investors with sour eggnog for New Years. Before we predict whether this malaise will continue in 2023...

Our Book - Preparing for Retirement

Tarheel Advisors, LLC has produced an educational text on financial planning available at Amazon. In order to have a successful retirement, you must have a plan that allows you to identify risks, reduce taxes, find good investments, understand insurance, save for education, and manage your estate planning. Preparing for Retirement: A Comprehensive Guide To Financial Planning does this with a 176 page guide that is full of easy to read charts, examples, and an appendix of commonly used financial planning forms. Whether you have managed your money for decades or you're new to financial planning, this 2018 edition of Preparing for Retirement provides the information and techniques needed to successfully create and maintain a financial plan.