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…
Take Charge of your Finances
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…
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…
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…
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…
The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world…
2023 Contribution Limits
For 2023, 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.…
Should I Be Making Estimated Tax Payments?
The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their…
What Are Stock Options and How Do They Work?
If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and…
What to Do if You Contribute Too Much to a Health Savings Account
So, you realized you contributed too much to your Health Savings Account. The good news is this can be remedied, but you will need to follow several steps and act…
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.