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Latest Articles

Retirement

  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise
  • Saving Early & Letting Time Work For You
  • Healthcare Costs That Catch Retirees Off Guard
  • Split Annuity Strategy
  • Helpful Retirement Strategies for Women
  • Introducing the 530A Accounts
  • Volunteering in Retirement
  • 9 Facts About Retirement

Investment

  • Understanding Equity Compensation
  • Estimating the Cost of College
  • How Stocks Work
  • Pullbacks, Corrections, and Bear Markets
  • How to Invest in LGBTQ+ Friendly Companies
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream

Tax

  • 2026 Tax Law Changes
  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • Saving Early & Letting Time Work for You
  • Exploring the Federal Student Grant Program
  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • Making a Charitable Contribution
  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
 

Contact

Office: 828.475.6020

Fax: 888.634.4631

603 5th Avenue West

Hendersonville, NC 28739

barry@cpretplans.com

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