Take Charge of your Finances

The 4 Mistakes Tech Employees Make With Their RSUs (And How to Avoid Them)

09/13/2021

Equity compensation has increasingly been used as part of tech employee’s annual compensation. The most popular form we see are Restricted Stock Units (RSUs). They’re also one of the easiest…

Financial Planning Strategies for Grandparents, Ep #145

09/06/2021

Chad Smith and Allison Berger

With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with…

Stop the Show!

08/30/2021

Allison Berger

How flexible is your retirement income strategy? When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.” She sent Jerry…

Should You Rollover Your Retirement Plan While You Are Still Employed?

08/16/2021

Angela Keeley-White

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Keep…

IRS Letters Due to the 2020 Recovery Rebate Credit

08/05/2021

Grace Kvantas

Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns. If you find…

Are You Prepared Financially for a Divorce?

07/19/2021

Angela Keeley-White

Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many…

Tips for Avoiding a Post-COVID Spending Boom

07/06/2021

Grace Kvantas

Remember how a year ago we could barely eat at restaurants, and there was hardly any traveling going on? Many individuals and households spent a lot less in the lockdown…

Choosing the Right Investment Vehicles to Save for Retirement, Ep #140

06/28/2021

Chad Smith and Mike Eklund

So you’ve maxed out your 401k. Now what? It’s at this point where you feel like you’re doing a lot of the right things to save for retirement, but…

Is Now a Good Time to Buy Rental Real Estate in the Triangle?

06/07/2021

Will Holt

Is now a good time to buy rental real estate? According to Zillow, a $235k home bought five years ago in Raleigh is now worth $335k. That’s a 43% increase!…

Getting Started With a 529

05/28/2021

Haley Modlin

May 29th is National College Savings Day. However, plenty of Americans don’t know about 529 plans or may not fully understand their benefits. As a college savings vehicle that is…