7 Last-Minute Tax Season Tips for 2019
As the year comes to an end and you’re spending the holidays with family, tax season probably isn’t at the forefront of your mind. However, by taking a few moments…
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Managing the Risk of Longevity
Making decisions for retirement can feel like an overwhelming process, as it’s made up of numerous topics and considerations. Most of the time, we think about these considerations in isolation.…
How a Crazy Idea turned into 100 Episodes, Ep #100
What does it take to get to 100 podcast episodes? In his book, Shoe Dog, Phil Knight describes his emotions upon starting the company that became Nike, as a “crazy…
Be on the Alert for New Text Message Scams
Gone are the days when your biggest telephone worry was getting an annoying telemarketing call. As new technology is developed, unfortunately, new scamming techniques come with it, including a recent…
Retirement Mythbusters, Ep #99
Who you gonna call? Retirement Mythbusters! Not as catchy as Ghostbusters, we know, but these retirement myths can be much more hazardous to your long-term financial health. Many of us…
How Do I Take My Family to Disney World If All My Money Is in My 401k?
With my twin boys set to turn 2 here in a few weeks, my wife and I were just discussing how quickly the years go by and not wanting to…
Is Long-Term Care Insurance Worth It? Ep #98
 If you’ve reached your 50’s, you’ve likely wondered, is long term care insurance worth it? Long-term care insurance comes with so many questions and opinions. The decision is complex…
Finding a Career in Fiduciary Fee-Only Financial Planning
Fee-only financial planning? Sounds like a mouthful. Let me explain… I recently had the pleasure of returning to my alma matter at NC State to speak to the Finance Club…
Wealth Stack Conference Recap
A few weeks ago, I had the pleasure to attend the inaugural Wealth/Stack Conference in Scottsdale, Arizona. The content of the conference piqued my interest for multiple reasons, but I…
Leave Your Emotions at the Door When Investing
Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success.…
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We break down some of the most important questions we are asked on a regular basis.