Blog

Financial Acronymology, Decoded, Ep #63

07/16/2018

Do you ever feel financial advisors speak a different language? Many clients feel their advisors throw around financial terminology that creates more confusion than clarity. Financial planners use mnemonics and…

How to Start a Retirement Plan for Your Small Business

07/09/2018

Cameron Hendricks

For the typical small business owner that has between 2 and 100 employees you basically have two primary options: 401(k) or SIMPLE IRA. Both have pros/cons, but I’ll cover the…

The Tumultuous Journey of Bitcoin and How Cryptocurrencies Work, Ep #62

07/02/2018

Mike Eklund and Chad Smith

You’ve heard about Bitcoin and other cryptocurrencies for the past few years now. “Nothing attracts the attention of the public like the possibility of missing out on the latest craze,”…

When and How to Pay Your Taxes

06/25/2018

Will Holt

Tax efficiency is an important part of building wealth over the long term. One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than…

Planning A More Enjoyable Vacation, Ep #61

06/18/2018

Chad Smith and Mike Eklund

Next to the weather, vacation questions are in the small talk hall of fame. Each year, as summer approaches, more time is spent thinking, talking and planning for the perfect…

Durham Bulls- 8th Annual Client Appreciation Event

06/11/2018

Heather Gudac

A big thank you to everyone that joined us for our 8th annual client appreciation event at the Durham Bulls game on May 20th! It’s a joy for us to…

5 Easy Ways to Improve Your Financial Decisions, Ep #60

06/04/2018

Mike Eklund and Chad Smith

How often do you notice how your behavior influences your finances? Behaviors may seem like small decisions but they build up over time. Our default thinking makes a big difference…

Memorial Day Roundup

05/28/2018

Chad Smith

With summer reading season approaching, we wanted to highlight a few memorable articles we’ve found over the past couple weeks. With so much quality content available now, it can be…

Tax Solutions for Charitable Giving, Ep #59

05/21/2018

Chad Smith and Mike Eklund

Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With…

Planning for the Risk of Diminished Capacity

05/14/2018

Grayson Blazek

Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it…