Enhance Today | Enrich Tomorrow
If paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to question whether their cash at the bank will be there when they…
Being about a month before the tax filing deadline of April 18th, millions of Americans are either preparing, filing, or extending their returns now. For many of those with children who either turned 16 and started working part-time or are…
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…
The Inflation Reduction Act, passed in August 2022, brought with it a significant investment into clean energy, and numerous changes to the preexisting electric vehicle tax credit. While the tax credit of up to $7,500 remains available, new qualifications and…
The retirement transition is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. Our guest today, Susan Bradley, is the author 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….
Worried stocks may drop after a recession announcement? History shows markets incorporate expectations ahead of economic reports. Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead…
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…
The Secure Act 2.0 was recently passed bringing in hundreds of changes. In today’s show, we focus on the most important changes that impact you. We’ll break down these changes to explore planning opportunities that could affect your retirement planning…
Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized skills required to discuss exit planning strategies with privately held…
