When Are We No Longer Investing for the Long Term? Ep #192
Most of us feel like we have a sound process for investing, that is until curveballs are thrown our way. Then, emotions like envy, greed, and fear take over, making…
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Developing Your Retirement Game Plan, Ep #191
What can hockey teach us about pursuing your ideal retirement? As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that…
Ways to Prevent Taxes from Catching You by Surprise, Ep #190
 Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of…
Is Your Financial Plan Pet Proof?
If you’re wondering who this cute little puppy is, his name is Samson, and this photo was taken at the vet about an hour after he jumped out of my…
Smart Financial Decisions for Recent College Graduates, Ep #189
Many of our clients ask for financial books and other resources they can share with their loved ones to improve their financial literacy. When young people are armed with financial…
Market Update Q1 2023: Will the Strong Start Continue?
Will the strong start in 2023 be a harbinger for the rest of the year? Themes We Are Thinking About for 2023 In today’s video, we discuss several questions we…
Intentional Giving: Framing Your Charitable Goals, Ep #188
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so…
Financial Planning or Wealth Management? All the Small Things, Ep #187
 Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult…
Is Rental Real Estate Right for You?Â
Rental real estate is hot right now, especially in the Triangle area. Over the past two years, I’ve had many of my clients ask about rental real estate and whether…
Strategies for Managing Your Cash, Ep #186
If you’ve been paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to…
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