Enhance Today | Enrich Tomorrow
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…
It is a New Year and time to give your finances a personal checkup! See the list of ways to check your financial vital signs below that should be done at the beginning of each year: 1. Set Financial…
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…
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter. Listen in to hear the takeaways we gleaned from some of the top minds…
Are you still finishing up your Christmas shopping? If so, we’ve compiled a list of books our advisors read throughout the year that would make great gifts this holiday season.
