News

Retirement Planning

• Ready for retirement?
• Our services for retirees

Estate Planning

• An IRA is a tricky estate asset
• Intestacies of the rich and famous

Trust Planning

• A guide to our trust services

Investing

• The long-term investment perspective

Philanthropy

• Document those charitable gifts

In this issue:

Market Brief: Page 2
Economy: Page 4
Equity: Page 5
Fixed Income: Page 6
Alternatives: Page 7

Investments

• Inflation and your portfolio

Taxes

• Tax shares

Estate Planning

• More time to claim a tax benefit

In this issue:

Spotlight: Page 2
Economy: Page 3
Equity: Page 5
Fixed Income: Page 7
Outlook: Page 9

Wealth Management

• The once and future living trust
• Checklist of living trust benefits

Investments

• The once and future living trust
• Checklist of living trust benefits

Tax Planning

• The Fiscal 2023 “Greenbook”

Trust Planning

• Who will be your trustee
• Trustee checkpoints

Investing

• The importance of dividends

Tax Currents

• IRS Report Card
• Leaker at large
• Student loans and tax refunds

Retirement planning

• • Protect your 401(k) money throughout your retirement
  • Estate planning for IRAs
  • The “NUA” alternative

Trust planning

• • Reports to trust beneficiaries

FUQUAY-VARINA, North Carolina (May 10, 2022) – Fidelity Bank is pleased to announce Ty Hoeksema has joined Trust Company of North Carolina as an Assistant Vice President and Investment Analyst. In his new position, Mr. Hoeksema is responsible for assisting Trust operations, performing daily investment duties, and servicing requests for assigned accounts. His office is located at the Fidelity Bank branch in Cary on 100 West Chatham Street.

Ty has over four years of previous financial experience. Prior to joining Trust Company of North Carolina, he worked for Merrill Lynch in the Wealth Management division.

Mr. Hoeksema graduated from Wheaton College, with a Bachelor of Arts, in Business Economics.

“I am excited to join Fidelity Bank and the Trust Company of North Carolina as I am joining a company with a great reputation where I can grow while serving this community,” said Hoeksema.

Fidelity Bank is a full-service financial institution with assets of approximately $3.7 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 56 branches throughout North Carolina, South Carolina, and Virginia.

FUQUAY-VARINA, North Carolina (April 19, 2022) – Fidelity Bank is pleased to announce James Wilson has joined its Trust Company of North Carolina team as Wealth Administration Specialist. In his new position, Mr. Wilson is responsible for daily customer service administrative duties and providing customer support for account administration. His office is located at the Trust Company of North Carolina headquarters in Cary, North Carolina on 100 West Chatham Street.

James has four years of experience in financial planning. Prior to joining Fidelity Bank, he worked for Wells Fargo as a Fiduciary Administrator of IRAs. Mr. Wilson graduated from Campbell University with a Bachelor of Business Administration degree in Trust and Wealth Management and a minor in Financial Planning. He currently resides in Lillington.

Fidelity Bank is a full-service financial institution with assets of approximately $3.7 billion headquartered in Fuquay-Varina, North Carolina. The Bank owns and operates 56 branches throughout North Carolina, South Carolina, and Virginia.