Enhance Today | Enrich Tomorrow
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax…
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 it could be a good avenue to pursue to diversify…
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcomes for women across the globe. The gender wage gap costs women $1.6 million in retirement savings over the course of…
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 from Lenovo, Amazon, Meta (Facebook) to Zillow, Cisco, and Google….
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in their portfolios, including: Inflation impacts Mid-term elections War in Ukraine…
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 where 75% of Americans are winging it when it comes…
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. Also, pay raises often present an easy opportunity to increase…
It’s been a challenging year in the stock and bond markets. So in this month’s video recap of our market outlook, we are answering the following questions: Why markets have been challenging this year? What’s consistent with the 17 bear…
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
If you have received a diagnosis of advanced stage cancer or another terminal illness, first, we are very sorry to hear that you are going through this. Feelings of overwhelm, fear, panic and anger are all normal during this time….
