Canvasback Wealth Management, LLC

12/06/2024

In retirement, taxes don't go away, they get more complicated. In addition to your AGI and MAGI, you now have to worry about another number... "Provisional Income". Want to learn more?

Join us on January 7, 2025, for our Taxes & Retirement workshop. Call our office (984-232-8242) to register.

07/19/2024

What does a one-page retirement plan, the "4% Rule" and one-size-fits-all advice have in common?

They do nothing to provide the clarity and intention needed to retire with confidence. Join us Tuesday, September 3rd at 6:30 PM for our next Retirement Workshop to learn how to create the clarity and intention you need for retirement. Email me at [email protected] if you would like to register for the event before seats run out.

05/31/2024

Another great workshop helping people learn how to retire. Clarity, simplicity and intention create confidence. Cashflow based retirement planning does just that.

04/12/2024

What do space missions, vacations, retirement, surgeries and childbirth all have in common?

04/05/2024

The confidence to retire comes when we have clarity and intention. This past Tuesday we had another great Social Security and Retirement Planning workshop. We want to express our gratitude to all who attended and made it a fun evening. Congratulations on making the decision to take control of your retirement.

We also want to thank the staff at the Anne Gordon Center in North Raleigh for their help and providing such a great venue.

We have three more workshops on the schedule for May and June. Call our office to register if you would like to enjoy a fun and educational evening.

03/15/2024

Don't guess when it comes to your retirement. Design it!

03/15/2024

We had another great Social Security & Retirement Planning event last week. Everyone enjoyed their "workshop survival kits".

If not already a client and you want to learn why designing your retirement is better than defaulting into it, reach out and sign up for our April event.

02/07/2024

Another packed Social Security & Retirement Planning workshop last evening at the Anne Gordon Center on Spring Forest Road. We want to thank everyone who attended for making it a fun evening. We also want to thank everyone at the Anne Gordon Center for providing a great venue and all the help last night. Be sure to reach out if you would like to join in the fun next month!

01/03/2022

The Federal Reserve is preparing to pivot if inflation doesn’t slow as expected in the second half of next year. Reuters has the details @ https://reut.rs/3ruNSeO

The U.S. central bank needs tobe ready to respond to the possibility that inflation may not recede in the second half of next year as most forecasters currently expect, Federal Reserve Chair Jerome Powell said on Wednesday.