You Can Still Save for 2015: Make your Roth IRA Contribution Soon!
Have you made your 2015 Roth IRA contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have…
Take Charge of your Finances
Great Expectations: When Actual Returns Don’t Measure Up
“I expect my investments to double every 7 years. How is that possible in these market conditions?” This is a question that comes up in meetings regarding the return expectations…
My Best Spring Break Ever (The Cost of College)
It’s been over 10 years ago that my family and I set off on an adventure visiting colleges and universities across North Carolina. It was spring break of my junior…
College Planning Night
We recently hosted our first college planning night to help individuals and families make smart college decisions. The discussion focused on families with children at or near college, but is…
Why Monitoring Goals Matters Most, Ep #4
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change…
What Is the Secret to Early Retirement?
As financial planners, we are asked this question in some form on a regular basis. Many times clients are hoping for a hot stock tip, investment or tax strategy that…
Top 10 Most Read Posts of 2015
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so…
Should I Invest in China in 2016?
China has started 2016 off with a bang! Here’s what’s happened thus far. The Shanghai Composit Index (SCI) fell 11.96% during the week of January 1st through January 7th, making…
How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2
Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they…
2016 Contribution Limits
Looking forward for 2016 contributions, the limits have stayed the same. A very good practice is to contribute enough of your salary to receive at least the employer match. Also,…
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We break down some of the most important questions we are asked on a regular basis.