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Financial Education Center

Showing articles from Invest Wisely.
Retirement piggy bank

Planning the Right Mix for Retirement

As you enter this important stage in your financial well-being, are you setup to leave the workplace one day financially empowered?

Lounge chairs on the beach

How to Retire in North Carolina

Do you dream of retiring and spending the rest of your days relaxing and enjoying life in beautiful surroundings? If so, retirement in North Carolina may be for you.

Estate Planning

Basics of Estate Planning

Planning for your future? You don’t have to do it alone. We talked to wealth management expert Russell Sugg to understand, at a high level, how to think about an estate plan.

5 Things You Need to Know Before You Become a Landlord

Seriously, how hard could it be to be a landlord? Not so fast, eager capitalist. Here are 5 items to cover before you decide to become a landlord.
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5 Reasons to Consider a Home Equity Line of Credit (HELOC)

Your home is your most valuable asset and investment. A home equity line of credit can provide many benefits for those with good credit and a chunk
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Mortgage Basics

As exciting as this time in your life can be, it’s important to remember that this is a very big decision. Before you take out a loan, you need to
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