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Money Matters: 3 Steps to Making Your Money Last in Retirement

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Pete D’Arruda (Coach Pete),  president of Capital Financial Advisory Group, contributes monthly to the Money Matters column on CaryCitizen.

Cary, NC – Traditionally, we’ve been told that saving diligently during our working years is the key to a successful, comfortable retirement.  Unfortunately, the harsh reality of accumulating a nest egg is only half the battle. Upon retirement, making your nest egg last is the next, and oftentimes more difficult, challenge. However, it is possible! Read more

Money Matters: 5 Financial Mistakes

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This article is part of a regular series contributed by Pete D’Arruda, aka “Coach Pete”, president of Capital Financial Advisory Group here in Cary, NC. Photo by Chelsea Phillips.

Cary, NC – When it comes to achieving your financial goals, there are plenty of risks and opportunities for failure. Whether it is saving for college, planning for retirement or investing in the stock market, there are pitfalls threatening your dreams and livelihood.

Don’t let these 5 common financial mistakes ruin your chances for a successful financial future. Read more

Money Matters: Estate Planning Checklist for Everyone

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Cary, NC – Guest article by attorney Jackie Bedard of Carolina Family Estate Planning. Photo by Michal Hrabovec.

I hear the same excuses over and over….

  • I don’t have an “estate.”
  • I have more debt than assets.
  • The only thing I have is my home.

Read more

Money Matters: Investing in Turbulent Times

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Story by Lindsey Chester and “Coach” Pete D’Arruda. Photo by Tamás Mészáros.

Cary, NC- Even if you never pay attention to the stock market, you know we are living in what many call turbulent market conditions. The Dow Jones lost all of its gains for 2010 through volatile trading in August. So what should you do if you are investing for your retirement? Read more

Money Matters: Managing College Debt

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Story by Peter “Coach Pete” D’Arruda, RFC, President of Capital Financial Advisory Group and the host of Coach Pete’s Financial Safari on WPTF,  WEEB and  WFNC. 

The average college student today is almost certain to leave their university with student loan debt – in fact, they are more likely to leave with debt than they are to leave with a diploma.

Read more

Money Matters: Setting Up a Pension for Kids & Grandkids

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Story by Pete “Coach Pete” D’Arruda

Over the last decade, many companies have phased out company-sponsored pensions in favor of plans that shift most of the savings burden onto employees. With pensions becoming a pipe dream of the past, it has become more important for people to realize the need to develop a firm, consistent and guaranteed retirement account on their own. Read more

Money Matters: “Baskets of Money”

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Story by Guest Columnist Pete D’Arruda. Photo by Michael Hodge.

Cary, NC – During the last  twelve years, we have witnessed significant and historic market fluctuations. Has this affected people’s thoughts about the market, their investment portfolios, and how they live their day-to-day lives? Read more