Enhance Today | Enrich Tomorrow
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. With more than 90 million Americans covered by a retirement savings plan (401k/403b/457), it’s even more important to know how to make the best…
I was recently quoted in Money Magazine’s article on why Raleigh is one of The 6 Best Big Cities to Live. The entire article can be found here, or in Money Magazine’s October 2016 print edition. I was thrilled to…
You ever have that feeling? Where you wonder if you’re making the right decisions with your 401k? Asking yourself questions like: Am I taking too much risk? Maybe I’m not taking enough? Should I be contributing to my Roth 401k? These decisions…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear so many comparisons made between the daily decision making around…
Roth IRA’s will turn 20 years old next year after being established by the Taxpayer Relief Act of 1997. Named after the late Senator William Roth of Delaware, these accounts have become hugely popular. This is because of the special tax treatment they…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How would you choose to live the remaining time that you…
Your child has selected a college, and now comes the fun part: figuring out how to pay for it. As the four-year cost of college can range from $100,000 to $280,000 per child, parents must have a plan for how…
A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads. The number reflected how much they needed to save in order to retire. The commercial was…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…
As financial advisors one of our primary goals is to coach our clients to save and invest, while directing those savings to the most beneficial accounts possible. In the modern era that typically means saving as much in your 401k…
