4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of
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Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes you care about while also
Raleigh – Atlantic Beach
Affiliated with Capital Investment Advisory Services, LLC.
Securities Offered Through Capital Investment Group, Inc. Member FINRA/SIPC
100 E. Six Forks Road, Suite 100, Raleigh NC 27609
(919) 831-2370
http://www.capital-invest.com/
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Please contact us regarding your specific portfolio or financial situation. Investment products are not FDIC insured, not bank guaranteed, and may lose value. Past performance is not an indication of future results. The information contained herein does not constitute, and shall not be misconstrued as, a recommendation to purchase or sell securities.
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Upcoming Events
Social Security Planning and Strategies (Zoom)
Guest Speaker – Steve Gaito
Wednesday 10/9 10am and 4pm *get in touch to RSVP
Estate Planning Musts and Must Nots (Zoom)
Guest Speaker — Chess Griffin
Tuesday, 11/19 10am and 4pm *get in touch to rsvp
Shred Day Wednesday 4/23 at our office 10am-2pm sponsored by ProShred