The 6 Best Big Cities
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…
6 Missed Opportunities to Avoid With Your 401k
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…
Saving Too Much in a Roth IRA?
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…
You Have Two Months to Live…
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…
Tax Breaks and Loan Options to Pay for College
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…
Retirement: What’s your magic number?
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…
Can my 401k be too big?
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…
Why Financial Health Matters to Us
You’ve been there. That mental limbo of whether you should go to the gym today or not. You know you’ll feel better after going, not to mention the positive long-term effects. But it’s easy to find excuses with “I’m not…
5 Financial Steps for Newlyweds
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is easy to get excited with the ins and outs of…
What to do when your company switches 401k providers
Lately we’ve noticed an increased number of employers switching 401k providers with the majority of these moving to more attractive plans for the employees! Maybe they saw this recent article “Lousy 401(k) plans may spark more lawsuits” As you may…
