Estate Planning in Your 30’s
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing…
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Estate Planning in Your 40’s
At this point in your life, your now juggling more responsibilities all while trying to balance things outside of work. You’ve likely been with your employer for a decent length…
Estate Planning in Your 50’s
Below is an excerpt from Haley Modlin’s blog post on estate plans: If you’re like most people you have a “set it and forget it” mindset when it comes to…
Estate Planning in Your 60’s
Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that…
Brexit Rebound – 3rd Quarter 2016 Investment Commentary
Summary Following the Brexit shock in June global markets recovered strongly over the past quarter, with emerging market stocks leading the way. Prior to the recent recovery foreign and…
Episode 21: Why The Word Fiduciary Matters For Business Owners Using A 401k
You can also subscribe to our podcast on iTunes or Stitcher. New regulations for 401k regulations are putting even more responsibility on business owners. Understanding these new laws can be a complex,…
Episode 17: Strategies to Maximize Your Child’s Financial Aid Eligibility
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Parents need to…
Great Options to Save for Your Child’s College Education
For the 2015-2016 school year, college costs, including tuition, fees, and room and board, averaged approximately $20,000 per year for a public four-year university (in-state) and around $44,000 at private four-year…
Episode 20: Surprising Stats About Investing in Your 401k
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. With more than 90 million Americans covered by a retirement savings plan (401k/403b/457),…
The 6 Best Big Cities
I was recently quoted in Money Magazine’s article on why Raleigh is one of The 6 Best Big Cities to Live. The entire article can be found here, or in…
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We break down some of the most important questions we are asked on a regular basis.