Search Results for “estate plan”

What’s Your Retirement Income Strategy?

Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed…

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…
Understanding the Average Investor

Don’t Be an Average Investor, Ep #9

When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started…

5 Lessons Moving Taught Me

I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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