News & Insights

I recently completed a 17-hour “Intensive Medicare” continuing education course that I felt would be useful, as we have many clients that are, or are nearing, retirement age. You might imagine that Medicare rules must be very complex for them…

“Do you think that money grows on trees?” is a question many parents pose to their teens when they ‘need’ the newest fashion or item trending on social media. Because most schools don’t teach general financial skills to students, many…

Before the 4th quarter of the year, it is good to review annual IRS limits, especially for retirement plan contributions, to ensure that you are on track for taking full advantage before the end of the year. Below are some…

For clients who were with us prior to and during 2016, please forgive my updated replay. For our newer clients, I hope you find the story about my grandmother helpful when trying to make sense of the current markets. I…

Earlier this month, I had the pleasure of taking a rafting trip with my daughter who is now well established in her first job.  She is learning that time off is limited and best used to rest and rejuvenate.  Our…

As a number of “Christmas in July” events popped up in Charlotte recently, I was feeling the holiday spirit and started thinking about plans for charitable giving this year.  One of the ways we really enjoy helping our clients is…

Who can forget the sound of dial up internet in the 90s? Now you can carry a computer that weighs less than a pound in your pocket that gives you instantaneous access to almost everything. Technological advances over the last…

Over the summer, I had the pleasure of taking a rafting trip with my daughter.  For a week, she and I enjoyed navigating – with seasoned guides – the middle fork of the Salmon River in oar boats, paddle boats…