Is Your Financial Plan Pet Proof?
If you’re wondering who this cute little puppy is, his name is Samson, and this photo was taken at the vet about an hour after he jumped out of my car window. Don’t worry, after a few weeks of crate…
Smart Financial Decisions for Recent College Graduates, Ep #189
Many of our clients ask for financial books and other resources they can share with their loved ones to improve their financial literacy. When young people are armed with financial knowledge they make smarter financial decisions that will ultimately pay…
Market Update Q1 2023: Will the Strong Start Continue?
Will the strong start in 2023 be a harbinger for the rest of the year? Themes We Are Thinking About for 2023 In today’s video, we discuss several questions we are thinking about in 2023 investing environment. US vs International…
Intentional Giving: Framing Your Charitable Goals, Ep #188
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…
Financial Planning or Wealth Management? All the Small Things, Ep #187
Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult to fully appreciate the time, effort, and in some circumstances…
Is Rental Real Estate Right for You?
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…
Strategies for Managing Your Cash, Ep #186
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…
Does Your Child Need to File a Tax Return?
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…
Ways to Improve Financial Outcomes for Women, #185
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…
Will I Qualify for the Electric Vehicle Tax Credit?
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…
