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…
Take Charge of your Finances
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 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…
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…
6 Missed Opportunities to Avoid With Your 401k
You ever have that feeling? Where you wonder if you’re making the right decisions with your 401k? Asking yourself questions like: Am I taking too much risk? Maybe I’m not taking…
Saving Too Much in a Roth IRA?
Roth IRA’s will turn 20 years old next year after being established by the Taxpayer Relief Act of 1997. Named after the late Senator William Roth of Delaware, these accounts have become…
You Have Two Months to Live…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How…
Tax Breaks and Loan Options to Pay for College
Your child has selected a college, and now comes the fun part: figuring out how to pay for it. As the four-year cost of college can range from $100,000 to…
Retirement: What’s your magic number?
A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads. The number reflected how much they…
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We break down some of the most important questions we are asked on a regular basis.