Does Your Child Need to File a Tax Return?
Being about a month before the tax filing deadline of April 18th, millions of Americans are either preparing, filing, or extending their returns now. For many of those with children…
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Ways to Improve Financial Outcomes for Women, #185
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. The gender wage gap costs…
Will I Qualify for the Electric Vehicle Tax Credit?
The Inflation Reduction Act, passed in August 2022, brought with it a significant investment into clean energy, and numerous changes to the preexisting electric vehicle tax credit. While the tax…
How Will You Handle Your Retirement Transition? with Susan Bradley, Ep #184
Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. Our…
I’ve Been Laid Off. What Should I Do?
Throughout 2022 and into 2023, many companies, including ones in North Carolina and the Research Triangle Park (RTP) area, have had layoffs or have announced that layoffs are coming. Companies…
Markets Don’t Wait for Official Announcements
Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports. Some investors may worry about the stock market sinking after a recession is…
Market Update: What 2022 Could Mean for 2023
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in…
How Changes to the Secure Act 2.0 Could Affect You, Ep #182
The Secure Act 2.0 was recently passed bringing in hundreds of changes. In today’s show, we focus on the most important changes that impact you. We’ll break down these changes…
Cameron Hendricks Earns Certified Exit Planning Advisor Designation
Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized…
Be Sure to Check Your Financial Vital Signs in 2023, ep #181
 It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.