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Blog

2021 Tax Numbers
Townsend Asset Management Corp. | Jan 20, 2021

Key Retirement and Tax Numbers for 2021

Tax Planning
IRA
Roth IRA
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction
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Townsend Asset Management Corp. | Jan 12, 2021

Sharing Your Money Values Can Be Part of Your Legacy

Estate Planning

When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But sitting down

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Family generations
Townsend Asset Management Corp. | Dec 23, 2020

Watch Out for these Financial Pitfalls in the New Year

Financial Planning
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money
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retirement nest egg
Townsend Asset Management Corp. | Dec 8, 2020

Five Tips to Regain Your Retirement Savings Focus in 2021

Retirement Savings
If you find yourself among those feeling stressed heading into the new year, these tips may help you focus and enhance your retirement savings strategy in 2021.
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Townsend Asset Management Corp. | Dec 4, 2020

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance
Five key benefits to starting to invest in a 401(k) in your early 20s. 
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Map to a Great Credit Score
Leon Abbas | Nov 25, 2020

Why Is Your Credit Score Important?

credit score
Leon's Articles
When we seek a mortgage, auto financing or a new credit card, your credit score does matter.  The lenders want to know how much risk they are taking. Here are
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Social Security Benefits
Caleb Griffith | Nov 10, 2020

Is it Time for a Social Security Audit?

Social Security
Caleb’s Articles
Social Security offers a steady stream of income in retirement and it is critical that you make an informed decision as it relates to the benefit you are
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Household cash
Gerald A. Townsend | Nov 10, 2020

Finding the Cash You Need

Cash Management
Financial Planning
Gerald's Articles
Strategies for locating extra funds in your household.
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Tax Tips for 2020
Townsend Asset Management Corp. | Oct 30, 2020

7 Tax Tips for Year-End 2020

Tax Planning
Here are seven things to consider as you weigh potential tax moves before the end of the year.
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Townsend Asset Management Corp. | Oct 21, 2020

Understanding Exchange-Traded Funds

Exchange-Traded Funds
Mutual Funds
If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) could give you an attractive
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Refinance Your Mortgage
Townsend Asset Management Corp. | Oct 14, 2020

Four Things to Consider Before Refinancing Your Home

Mortgage
Low mortgage interest rates have prompted many homeowners to think about refinancing, but there's a lot to consider before filling out a loan application.
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Last Will & Testament
Townsend Asset Management Corp. | Oct 8, 2020

Do You Have a Will?

Estate Planning
What percentage of U.S. adults have a will, by age group?
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Phone: (919) 782-9689
Fax: (919) 783-0226
Email: Bonnie@AssetMgr.com

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Raleigh, NC 27612

         

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Townsend Asset Management Corp. provides the information on this website as a service to its clients and the public. While the information on this site deals with financial issues, it does not constitute financial advice. We encourage you to seek assistance from a CERTIFIED FINANCIAL PLANNERTM in order to assist you with any financial planning.  If you have specific questions related to information available on this site, please contact us.

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