Investigate Your Target-Date Funds
If you invest in your employer sponsored retirement plan you have probably heard of Target-Date funds. These funds are characterized as investments that change the allocation of stocks, bonds, and…
Take Charge of your Finances
Will the 2010 Estate Tax Repeal Impact You?
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
The NAPFA Your Money Bus comes to Raleigh
In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events…
I Bought Quicken, Now How Do I Use It?
There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.
Quicken Your Budgeting Skills
As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.
Compromised Brokers
Morgan Stanley Smith Barney is now offering as much as 330% of a brokers annual production to join the firm. Click here to view the article from Investment News: “Morgan…
Avoiding Elderly Fraud
Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to…
Risky Business
New research has found that men are more likely to take larger risks in their financial decision making than women.
Energy Efficiency and Renewable Energy Tax Credits
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction. In fact, the…
Motivation for Financial Fitness
Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.
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.