Learn More About
September 2010
- Top Ten Reasons NOT To Plan For Retirement
- Vehicles Aimed to Save for College or Make Gifts to Minors
- Financial Steps to Take When You Get Married
August 2010
- Medicare and Social Security Update
- Will the Bush Era Tax Cuts Be Saved?
- What Exactly is Wealth Management?
- Monthly Economic Update for August, 2010
July 2010
- The Impact of Investment Fees
- The Value of a Specialized 401(K) Audit
- Could You Raise Your Social Security Income By $1,000 a Month?
- Do You Have A Sell Process?
- Should You Downsize For Retirement?
- The Importance of a Life Insurance Audit
- Quarterly Economic Update for 2Q, 2010
- Monthly Economic Update for July, 2010
June 2010
- The Advantages of HSAs
- Financial Reform: The Table Is Set
- How LTC Insurance Can Help Protect Your Assets
- Taxing The Rich To Pay For Health Care
- New Respect For Variable Annuities
- Finding A Tax Break In A Failed Like-Kind Exchange
- SPECIAL REPORT: A Mid-Year Update on 2010 Tax Laws
- Why People Want Independent Financial Advisors
- Europe's Turmoil Has A Silver Lining
- Interpreting the Correction
- Monthly Economic Update for June, 2010
Our Mission & Services
Our Services
University Retirement Specialist – Rising Tide, Inc. is authorized to provide investment management services for TIAA-CREF and Fidelity Investments, specifically for the University of North Carolina system Optional Retirement Program (ORP) and 403-B voluntary assets. Rising Tide, Inc. is neither directly affiliated with any university nor compensated by any university vendor. This independence allows for objective and unbiased advice, which we believe is absolutely essential to financial management services with integrity. - Financial Planning for Individuals – Tax-wise college funding, retirement planning and options, tax-advantaged income, tax-deferred growth, major purchase scenarios, risk evaluation and liquidity needs.
- Financial Planning for Businesses – Qualified retirement plans, tax-advantaged executive benefits, health savings accounts with health coverage, liquid business accounts, buy/sell agreements and funding, succession planning and business valuation.
- Estate Planning – Estate valuations, gifting plans, charitable planning, tax strategies, considerations regarding wills, trusts and personal directives. We are not attorneys and do not draw legal documents, but Rising Tide, Inc. has relationships with a number of CPAs and attorneys.
- Investment Management – Specializing in asset management by objective, portfolios with optimum risk/reward characteristics based on clients’ needs, mutual funds,
variable annuities, individual stocks, corporate and municipal bonds and real estate
investment including 1031 exchanges.
Our Mission
- Our success depends completely on our relationship with you.
- We are dedicated to providing honest and quality financial services for university faculty and staff, individuals and families, professionals and small businesses.
- We promise to develop a clear understanding of your personal and financial goals with complete respect for your risk tolerance.
- We will implement and monitor plans and strategies to efficiently achieve stated goals.
- Your financial success is our ultimate measure.
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