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Advisor Insights

Raymond Eustace | Aug 16, 2024

Estate Planning Call to Action: Missteps to Avoid

Estate Planning
Taxes
Estate Planning can be a daunting task. Here are some suggestions for mistakes to avoid.
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Raymond Eustace | Jun 27, 2024

Understanding Mutual Fund Capital Gain Distributions

Taxes
Investing
Investors need to understand Mutual Fund Capital Gain Distributions, and the related tax implications.
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Raymond Eustace | May 30, 2024

Suggestions for an 18-Year-Old

Education
Finances
The age at which a person gains the legal status of an adult is 18 in most states. Here are some actions to consider taking upon reaching this significant
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Raymond Eustace | Apr 14, 2024

A Simple Way to Make Your Savings Work Harder for You

Finance
Savings
Investing
Think your bank account is earning money? You may want to look a little closer...
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Raymond Eustace | Apr 12, 2024

Taxation of Social Security Retirement Benefits

Taxes
Retirement
Many recipients of Social Security benefits are unaware that these benefits may be subject to income taxes.
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Raymond Eustace | Feb 27, 2024

Optimizing Itemized Deductions

Taxes
Finances
You may be able to reduce your income tax payment over sequential years with a strategy known as Deduction Bunching.
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Raymond Eustace | Jan 23, 2024

How to Check and Manage Your Credit Scores and Credit Reports

Finances
The beginning of a new year is a great time to ensure your credit history and related reports are accurate.
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Raymond Eustace | Nov 21, 2023

Should You Pay Off Your Mortgage?

Budgeting
Savings
Many homeowners eagerly await being mortgage-free. Here's a guide to assessing if you should rush to pay off your home loan.
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Raymond Eustace | Oct 25, 2023

Understanding Marginal and Effective Income Tax Rates

Taxes
For U.S. federal income tax planning, it is important to understand the progressive nature of Marginal Tax Rates.
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Raymond Eustace | Oct 15, 2023

Consider a Money Market Fund for Cash Holdings

Investing
Individuals with large cash holdings in bank savings and checking accounts should consider improving their returns via low-risk, higher-yielding alternatives
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Raymond Eustace | Sep 6, 2023

Advantages of a 401(k) Plan

Retirement
Finances
Investing
It's important to take advantage of this key employer benefit, as early as and to the maximum amount possible.
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Raymond Eustace | Aug 20, 2023

A Process for Early Payoff of Student Loans

Education
Finances
If you are considering paying off your student loans early, review these steps before taking action.
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Contact

Email: info@eustaceadvisors.com
Phone: 910-377-5021

Location

1320 SE Maynard Road, #104,
Cary, NC 27511

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Eustace Advisors (“EA”) is a trade name of Nadaje Holdings LLC and is a registered investment advisor offering advisory services in the State of North Carolina and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Eustace Advisors disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. EA does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall EA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if EA or an EA authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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