Retirement Planning in New Bern, NC

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Top Retirement Planners in New Bern, NC

Altrius Capital Management
SEC File# 801-63153
CRD# 121529
Location 1323 Commerce Dr, New Bern, NC 28562, USA
Phone (252) 638-7598
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
BlueSky Wealth Advisors - Fee-Only - NAPFA member
Location 2131 S Glenburnie Rd #8, New Bern, NC 28562, USA
Phone (252) 633-0107
Senior Advisors
Location 2002 S Glenburnie Rd # 3A, New Bern, NC 28562, USA
Phone (252) 635-1347
Retirement Planning in New Bern, NC

About New Bern, NC for Those Planning to Retire

New Bern, North Carolina is a charming city with a rich history and a plethora of landmarks to explore. The city is situated along the Neuse River and is home to the Tryon Palace, a stunning Georgian-style mansion that was once the residence of the Royal Governor. Other notable landmarks include the New Bern Firemen's Museum, the New Bern Civic Theatre, and the Birthplace of Pepsi-Cola. Top employers in New Bern include CarolinaEast Health System, BSH Home Appliances Corporation, and Moen Incorporated. These companies provide a range of job opportunities in fields such as healthcare, manufacturing, and engineering. Major highways in the area include US-70, which runs east-west through the city, and US-17, which runs north-south. Other important streets include Broad Street, Middle Street, and Pollock Street. New Bern is divided into several distinct neighborhoods, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of New Bern, NC can benefit from a bank in several ways. Firstly, banks offer financial services such as checking and savings accounts, loans, and credit cards that can help individuals manage their money and achieve their financial goals. In a city like New Bern, which is known for its historic charm and tourist attractions, banks can also provide assistance to small businesses looking to expand and attract more customers. Additionally, banks can offer specialized services such as mortgage loans for those looking to buy a home in the area, which boasts a diverse range of housing options from historic homes to newer developments. With its proximity to the coast, New Bern is also vulnerable to natural disasters, and banks can provide resources and support to residents in the aftermath of hurricanes and other emergencies. Overall, a bank can be a valuable resource for residents of New Bern, NC, offering a range of financial services and support tailored to the unique needs of the community.

Insurance Broker

An insurance broker can be a valuable resource for residents of New Bern, NC in a variety of ways. With the city's location on the Neuse River and proximity to the Atlantic Ocean, flood insurance is a crucial consideration for homeowners and renters alike. An insurance broker can help navigate the complexities of flood insurance coverage and ensure that clients are adequately protected. Additionally, New Bern has a thriving tourism industry, with attractions such as Tryon Palace and the birthplace of Pepsi. For residents who operate businesses in the tourism sector, an insurance broker can provide specialized coverage options to protect against the unique risks associated with this industry. Overall, an insurance broker can help residents of New Bern, NC navigate the complexities of insurance coverage and ensure that they are protected against a wide range of risks.

Wealth Management

Residents of New Bern, NC could greatly benefit from the expertise of a wealth manager. With the city's rich history and unique coastal location, there are specific financial challenges that residents face. For example, New Bern is located in a flood-prone area, which can lead to costly repairs and insurance premiums. A wealth manager can help residents navigate these challenges by creating a comprehensive financial plan that includes strategies for managing risk and protecting assets. Additionally, New Bern is home to a vibrant arts community, which can present opportunities for investment and philanthropy. A skilled wealth manager can help residents identify these opportunities and develop a plan that aligns with their values and financial goals. Overall, a wealth manager can provide residents of New Bern with the guidance and support they need to achieve financial security and success.

Financial Advisor

Residents of New Bern, NC can benefit from the expertise of a financial advisor in several ways. For instance, with a high poverty rate of 20%, a financial advisor can help residents create a budget and manage their finances, especially during tough times. Additionally, with the city's location on the coast, residents may need assistance with planning for natural disasters such as hurricanes. A financial advisor can help them prepare for unexpected expenses, such as home repairs or evacuation costs. Furthermore, with a large retired population, a financial advisor can provide guidance on retirement planning, including Social Security benefits, pensions, and investment strategies. Overall, a financial advisor can assist New Bern residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of New Bern, NC are often in need of mortgage loans to purchase their dream homes. A mortgage loan officer can help them navigate the complex process of obtaining a loan, from determining their eligibility to finding the best interest rates and repayment terms. In New Bern, NC, which is known for its historic downtown district and proximity to the beautiful beaches of the Crystal Coast, a mortgage loan officer can also assist residents with unique needs such as securing a loan for a historic home or a property in a flood zone. Additionally, with the recent growth of the city's economy and population, a mortgage loan officer can help residents take advantage of the booming real estate market and find the perfect home to fit their needs and budget.

Tax Services

Residents of New Bern, NC could benefit from the expertise of a tax advisor in a number of ways. Specifically, the tax advisor could assist residents with navigating the unique tax laws and regulations in North Carolina, which can be quite complex and confusing. For example, residents of New Bern may be eligible for certain tax credits or deductions that they are not aware of, such as the state's Earned Income Tax Credit or the Property Tax Relief Program for seniors and disabled individuals. Additionally, a tax advisor can help residents develop a comprehensive tax strategy that takes into account their individual financial situation and goals, which can ultimately help them save money and avoid costly mistakes come tax season. Overall, a tax advisor can provide invaluable assistance to residents of New Bern, NC in navigating the intricacies of the state's tax laws and maximizing their tax savings.

Estate Planning Lawyer

Residents of New Bern, NC can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in New Bern, NC, where the city's population has been growing steadily in recent years, and many residents have accumulated significant wealth through real estate investments, business ventures, and other means. Secondly, an estate planning lawyer can assist residents in setting up trusts to protect their assets from creditors and potential lawsuits. This is especially important in New Bern, NC, where the city's proximity to the coast makes it vulnerable to natural disasters like hurricanes, which can result in property damage and financial losses. Finally, an estate planning lawyer can help residents navigate complex tax laws and minimize their estate tax liability, which is particularly important in New Bern, NC, where the state has a progressive income tax system that can result in high tax bills for wealthy residents.

New Bern, NC Financial Resources

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New Bern, NC City Hall

New Bern, NC Public Library


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