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Alyce Phillips

Marketing Director, Old North State Trust LLC
BIO

As Marketing Director, Alyce works to develop, budget, and implement marketing plans, which include advertising, coordination of conferences, special events, and development and maintenance of marketing materials. She also oversee  

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Financial
Aug 31, 2020

Have To Choose A Health-Care Plan? Some Ideas On Matching It To Your Needs

A world-wide pandemic and widespread unemployment have a way of concentrating our minds on the subject of health insurance. So between current circumstances and the approach of the annual insurance ma ...

Financial
Aug 12, 2020

Some Subtleties Mean Social Security Is Not So Simple

Planning for retirement has to start with Social Security. With rare exceptions — including railroad workers and certain local and state government employees — this federal system is the b ...

Financial
Jul 20, 2020

Kids, Educating, Saving And Investing

Today in this world we are currently living in, we as parents worry about the Fall and if our kids are going back to school and what kind of education they will be receiving. Since that is still up in ...

Financial
Jun 30, 2020

Charitable Trusts Let You Split Gifts Between Philanthropy, Family

Amid the current unprecedented crises in public health and the economy, charitable organizations are under strain, asked to meet a multitude of vital needs. Many charities themselves are hurting. So n ...

Financial
May 30, 2020

Unemployed? Put Yourself On A Well-Planned Financial ‘Diet’

Unemployment is on everyone’s mind, with millions suddenly out of a job in the fallout of the global coronavirus pandemic. If you are among those who are having to cope with an abrupt loss of in ...

Financial
Apr 28, 2020

Don’t Panic: Rules Have Eased On Drawing Cash From Retirement Funds

We have heard it so often, it’s become a cliché. Whether it’s a hurricane on the horizon, a global pandemic, or a meltdown in the markets, the experts always assure us: “This ...

Financial
Mar 31, 2020

Trustees Can Face Tricky Technical And Personal Challenges

Among the many demands of managing a trust, some new and daunting problems are posing fresh challenges to trustees. It’s always been true that trustees have to put their beneficiaries’ nee ...

Financial
Mar 16, 2020

Peace Of Mind

What does “Peace of Mind really mean”? During this uncertain time, especially with Coronavirus, this is a question many have been pondering. In the last couple of weeks, two friends of m ...

Financial
Feb 19, 2020

Breaking Up Is Hard To Do - Attention To Estate Planning Makes It Easier

Careful estate planning is inextricably linked to family relationships, and marriage comes first among those. That’s why it’s essential to be thinking about your estate plan if you’r ...

Financial
Feb 13, 2020

Tax Reminders

It’s a new year with a new start, but with that comes the shadow looming of “Taxes of Past”. Why is it that we’re so optimistic about the new beginnings a year brings to only h ...

Financial
Jan 27, 2020

Plan Now So New Federal Retirement Law Doesn’t Hit Heirs

Most of us have had the experience of trying to fix a problem, and discovering that the solution creates its own new set of problems. That’s not a bad summary of what has happened with the feder ...

Financial
Jan 3, 2020

Repairing Estate Planning Mistakes: There Are Ways To Clean Up A Mess

Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes ...

Financial
Nov 27, 2019

Don’t Overlook Those Harder-To-Sell Assets When Making An Estate Plan

A too-common mistake that financial advisers make is to focus solely on those assets that generate monthly statements: the bank accounts and stocks and mutual funds. But those liquid assets typically ...

Financial
Nov 15, 2019

Get Professional Advice When Navigating Medicare’s Tricky Waters

Health care has been on everyone’s mind for the last few years since Obama Care was passed in Washington, D.C. A large portion of our clients are in the age range that they have made, or soon wi ...

Financial
Nov 1, 2019

Succession Planning: Ensuring Your Business Goes On Can Be Complicated

Nobody said planning for retirement is easy; that’s especially true for people who run their own businesses. Finding the best way to keep a business operating, while transferring control and/or ...

Financial
Oct 15, 2019

The Merits of Trusts vs. Guardianships for Minor Children

One essential duty for parents is to make plans for their children should the parents die prematurely. The first obligation, of course, is to decide who should be given the power and duty to care for ...

Financial
Sep 30, 2019

It’s Never Too Early to Think About End-of-Year Planning and Gifting

Autumn typically sneaks up on us here on the Carolina coast, with beach weather and summer-like temperatures lingering almost until Halloween. Nevertheless, the year is drawing to a close, and that me ...

Financial
Sep 13, 2019

Duties of A Trustee: Choose Wisely

The correct use of trusts can be an indispensable estate planning tool and Trusts are created for many different reasons depending on a family’s unique dynamics as well as their financial g ...

Financial
Sep 1, 2019

No Spouse, No Children: ‘Solo’ Seniors Entering Retirement on Their Own

Planning for retirement typically includes provisions for how loved ones can look out for the interests of their aging relatives. But for more than one-fifth of the Baby Boom generation who are now re ...

Financial
Aug 9, 2019

Instead of Isolation or Institution, a Third Approach to Senior Housing

People who are aging – and their family members – often face a dilemma when it comes to choosing the best housing arrangement. Staying in their homes can become overwhelming and can lead t ...

Financial
Jul 15, 2019

The Generational Divide

A few years ago, we wrote an article about the Generational Divide, and we wanted to share again now that Generation Alpha has been forecasted to be the most educated and wealthiest generation we will ...

Financial
Jul 1, 2019

It’s Time to Find Solutions to Pending Crisis in Retirement Plans

It’s hard to follow the news without seeing almost daily discussion of Social Security and Medicare, and how viable these bedrocks of retirement planning will be in the future. The challenges ar ...

Financial
Jun 1, 2019

Investors with A Cause Can Put their Money Where their Hearts Are

Should strictly financial considerations be the sole criteria for investing? Or does it make sense to consider the non-economic impacts that investment decisions have on the world? For many investo ...

Financial
May 2, 2019

ABLE Act Creates Tax-Sheltered Option to Provide for Disabled Family Member

Financial planning for the families of people with disabilities often involves making special arrangements for the future. One of those options is a special needs trust, which I discussed in an articl ...

Financial
Apr 15, 2019

Coaching for Life

With March Madness behind us, and with the ups and downs, wins and losses, it reminded me that the “Madness” of life and the Market are intertwined. When life is good and our finances a ...

Financial
Apr 1, 2019

Use Trust or ABLE Account to Ensure Care for Special-Needs Family Member

Caring for a child with special needs puts huge burdens on families, both emotionally and financially.   Some are obvious: paying for specialized services, which may include education; medical ...

Financial
Mar 15, 2019

Women: Balancing the Challenges of Life and Investments

In the last year there, has been one dominant theme in the news – women. People are listening and noticing what women have to offer the working world, the family care they provide, and to lif ...

Financial
Feb 25, 2019

Manage a Dynasty’s Fortunes Across Generations

In our business, we’re accustomed to suggesting trust solutions for clients with built-in requirements about how assets must be distributed and when, often stating a distribution deadline. &nbs ...

Financial
Feb 8, 2019

Millennials Facing Heavy Debt Burden, Need Realistic View of Future

In the satirical 1963 musical film, “Bye Bye Birdie,” comic actor Paul Lynde lamented everything he thought was wrong with the young people of his era. “Why can’t they be like ...

Financial
Jan 21, 2019

Smart Savings for 2019

New Year’s resolutions? We all have good intentions on making resolutions and trying to stick to them but, somehow, after a few days, weeks or months, we give up on our good intentions.  ...

Financial
Jan 4, 2019

In a Volatile Market, Cheap & Fast Advice Isn’t Good Enough

When the financial markets start to turn volatile – as we have seen so dramatically in the last few months of 2018 – investors become anxious, looking for good, timely advice about what to ...

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