Taxation and Gambling
Since June 2023, when sports betting legislation was passed, I and other North Carolina residents have seen a constant stream of celebrity ads or promotions from the likes of DraftKings,…
Take Charge of your Finances
How Is My Social Security Benefit Calculated?
When considering your retirement income plan, Social Security will be one of the sources you rely on. For some, this may be all their income, while for others, it will…
Why Asset Location Matters
Did you know the account you hold your investments in can make a meaningful difference in taxes over your investing lifetime? This is called asset location, and Vanguard has found…
How Long Should I Keep My Tax Records?
Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?”…
A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax?
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as…
Financial Tips for Traveling Abroad
One of the greatest joys in life (well, for me, personally) is traveling abroad. Before embarking on an international trip, you may have marked off the usual checklist items of…
Understanding Lender Ratios and Credit Score Before Buying a Home
I’ve been working with the 3rd Decade program* as a volunteer mentor for over a year now. As I progress on my mentor journey, I continue to see a common…
What You Need to Know About the Updated FAFSA
As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming…
2024 Contribution Limits
For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match.…
End-of-the-Year Financial Checklist
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some…
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We break down some of the most important questions we are asked on a regular basis.