Tarheel Advisors

Preparing for Retirement

Investment Outlook 2024

2024 Market Predictions

Higher interest rates, a banking crisis, and the slow spread of war across the globe...all things that one would expect to make for a recipe of disaster in stocks. However, most equity indexes ended up double digits for the year, and the Nasdaq tech-heavy index went up a whopping 52%. ...

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.