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Mike Palmer, CFP

Mike Palmer, CFP

Managing Principal, Ark Royal Wealth Management

Mike Palmer has over 25 years of experience in the trust and financial services field, including senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. Mr. Palmer is a graduate of the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.

Mr. Palmer is an active member in several professional organizations, including the National Association of Personal Financial Advisors (NAPFA). He served on TIAA-CREF's Board of Financial Advisors in 2006-07 and was a founding member of the Dimensional Fund Advisors National Study Group (DFA NSG), composed of 10 financial advisers from several of the leading independent Registered Investment Advisory firms across the country.

Phone: 919.710.8665
E-mail: mpalmer@ark-wealth.com
www.ark-wealth.com

Should You Take an Extra Big RMD This Year?
A gray-haired man counts $100 bills.
required minimum distributions (RMDs)

Should You Take an Extra Big RMD This Year?

Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big…
November 23, 2021
Why Target Date Funds Miss the Mark
A man peeks out from behind a target.
investing

Why Target Date Funds Miss the Mark

Despite the popularity of target date funds, investors should dig deeper when choosing these easy-to-use retirement savings options.
March 25, 2021
Beneficiary Designations – The Overlooked Minefield of Estate Planning
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
retirement

Beneficiary Designations – The Overlooked Minefield of Estate Planning

Who knew so many things could go wrong? Well, they can. Here are some of the main mistakes to avoid and the best practices to follow instead.
March 4, 2020
Why Adviser Rankings May Not Be All They Seem
retirement

Why Adviser Rankings May Not Be All They Seem

Boiling down financial advisers to a “best of” list sounds like it might be helpful, but the reality often falls short for retirement savers looking f…
April 17, 2019
A Beginner's Guide to Deferred Compensation
retirement

A Beginner's Guide to Deferred Compensation

How does it work? Should you go for it, or should you pass? Before you jump on this executive perk, dig a little deeper to understand the risks and re…
February 14, 2019
How Should YOU Measure Your Investment Performance?
investing

How Should YOU Measure Your Investment Performance?

Investors shouldn't be obsessed with their portfolio's performance, but an annual evaluation is key to keeping you on track.
August 22, 2018
3 Smart Ways to Give to Charity Under New Tax Law
taxes

3 Smart Ways to Give to Charity Under New Tax Law

Starting in 2018, the tax deduction that giving to charity provides may be no longer be available to many people. That is, unless they change the way …
April 16, 2018
Baring Your Finances to Your Adviser
retirement

Baring Your Finances to Your Adviser

That's what it could feel like for some folks, and it could stop them from seeking retirement help. Financial advisers need to put themselves in their…
December 11, 2017
At Back-to-School Time, Consider a Roth IRA for Your Child
savings

At Back-to-School Time, Consider a Roth IRA for Your Child

Some of the money your child earned over the summer could grow tax-free into a nice nest egg in a Roth IRA. Here are some tips to get them started and…
September 29, 2017
Car-veat Emptor: Tips to Control Car-Buying and Repair Costs
spending

Car-veat Emptor: Tips to Control Car-Buying and Repair Costs

Navigating the world of car expenses can be confusing, but some extra legwork can really pay off.
September 22, 2017