Overman Capital Management

Financial Planning Consultants, Financial Planners, Financial Services

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Today: 9:00 am - 4:00 pm

Tomorrow: 9:00 am - 4:00 pm

(252) 635-6666Call Visit WebsiteVisit Website Map & DirectionsDirections331 Middle StNew Bern, NC 28560 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 4:00 pm

Places Near New Bern with Financial Planning Consultants

James City (2 miles)
Bridgeton (2 miles)

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Email

Extra Phones

Phone: (252) 635-6668

Payment method

amex, cash

Neighborhood

Downtown New Bern

AKA

Raymond James

Other Links

http://www.overmancapitalmanagement.com

https://overmancapitalmanagement.com

Categories

Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management

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Phone: (252) 635-6666

Address: 331 Middle St, New Bern, NC 28560

Website: http://www.overmancapitalmanagement.com

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Overman Capital Management

Charitable Giving
Whatever your reason for giving this year, it’s essential to know how your charitable contributions can impact your financial plan. Being strategic and intentional with your charitable contributions can create tax benefits for you and your chosen charity.
Tax Deductions
4 Unlike the tax deductions above, 529s can be used for books, supplies, equipment, room and board, and even computers or tablets and education software.
Income Tax
It will help if you consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments. Several factors will affect the cost and availability of life insurance, including age, health, type, and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications.

Investment Management
The article below is courtesy of Capital Group, one of the world's largest investment management firms. It's an FAQ they recently produced on the debt ceiling and its history.
Wealth Management
Unfortunately, we see this too often in our wealth management practice. For example, most Americans understand that the earlier we start saving for retirement, the better, but too often, we ignore the long-term goal for short-term gain. Planning for financial, health, and life events decades in the future can seem both overwhelming and opaque. However, we can assure you that addressing "small" financial challenges before they become "big" ones, being proactive with a financial plan, and working to avoid past financial missteps can set you on a solid financial footing for the future.

Cash Flow Analysis
Consider this model if you prefer to manage your assets but would like ongoing consultation from experienced financial advisors on one or more of the following topics: asset allocation, investment portfolio analysis, retirement planning, education funding, risk management, estate planning, charitable giving, and debt management/cash flow analysis.

Financial Planning
A new article of his, which I've linked below, unexpectedly triggered my financial planning alarms as I read it. Peter uses the 20th anniversary of the
Retirement Planning
This article will be about the unique considerations and tactics that military families should keep in mind when approaching retirement planning.
Long Term Care
A long-term care insurance policy or hybrid life insurance policy can cover some expenses not typically covered by health insurance. These policies could include assistance with activities of daily living (ADLs) such as bathing, dressing, and eating. Care may be provided wherever your parents live - at home, in a nursing facility, or in adult daycare.
Asset Management
Depending on the ages of the college student's parents or guardians, FASFA's asset allocation allowance may exclude certain assets from its formula. While it depends on a family's unique circumstances, this threshold often hovers around $50,000 for eligible families.
College Funding
Family members aside, it can be beneficial to gather a team of financial professionals as well. Overman Capital, for example, can help keep your financial priorities top of mind while also developing a game plan for managing your caretaker responsibilities. Other professionals you may want to engage with include an accountant, estate planning attorney, insurance agent, and college planning professional.

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