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Financial Information with North Carolina in Mind

Thank you for visiting Financial NC, which was built for your financial education. Financial NC is located in Raleigh, NC so we understand the needs of our neighbors. This site contains information, rules and regulations that pertain to retirement, investments, insurance and more for North Carolina residents.

Financial Information, Articles & Rules for North Carolina

Retirement Advice

Retirement in North Carolina

Find the answers that you are looking for about your retirement in North Carolina

  • + Will I run out of money in retirement?
  • + How much should I have to retire?
  • + How can I get an income stream in retirement?

Retirement Income

We all want to enjoy retirement. We want to spend more time with the people we love without worrying about running out of money. In North Carolina, there are many ways to have a steady income stream in order to have peace of mind. (read more)

Social Security

With so many questions about how to make the most out of Social Security, here are 3 ways you can boost your social security [read more]



One of the ways employees save for the future is through employer-sponsored plans such as the 401k. These plans allow workers to contribute a percentage of their incomes towards retirement. The employee and/or employer can make contributions on a regular basis for as long as they have an active plan. Not all companies in North Carolina match worker contributions, and some match with stock rather than cash. The amount the employee ends up with in retirement depends on the contributions made and the returns on that investment. (read more)


Individual Retirement Account (IRA) is a retirement account with tax advantages. You may contribute up to the limit for each taxable year. If you are aged 50 or more, you can put aside more. Your contributions cannot exceed your earned income. The investment grows tax-free until you begin making withdrawals, usually after age 59½. If you decide to take money out before then, usually you will get hit with a 10 percent penalty, unless you meet certain specified requirements. Learn the limits of IRA Contributions in North Carolina (read more) FIND MATCH


We all need protection for our home, automobile, and life. Find out the rules and regulations that effect insurance in your local area.


If you own a business in the Triangle, providing the benefits your employees deserve can be difficult. What are the best options for your business? Get Matched with the right business Financial Advisor (Find Match)