Enhance Today | Enrich Tomorrow
How does a girls guide to college relate to financial planning you might ask? I’m sure the title of this book caught your eye, especially coming from me. As I am not a girl nor in college. Despite the obstacles I…
What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was invested and you got a 6% return. That $1,500 each year — just $125 a month — can add up to…
It isn’t uncommon to ask yourself, “Why doesn’t everyone just hold the same investments, since we all want to make money?” However, the process of creating and maintaining an investment portfolio is everything but one-size-fits-all. Most individuals and families have…
I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…
If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While we may look young, that doesn’t mean we are inexperienced…
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…
Have you made your 2015 Roth IRA contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 18th of 2016 to make their Roth contributions…
“I expect my investments to double every 7 years. How is that possible in these market conditions?” This is a question that comes up in meetings regarding the return expectations clients have for their portfolio. The rate of return is…
It’s been over 10 years ago that my family and I set off on an adventure visiting colleges and universities across North Carolina. It was spring break of my junior year of high school and I was in search of…
We recently hosted our first college planning night to help individuals and families make smart college decisions. The discussion focused on families with children at or near college, but is relevant for kids of all ages. Paying for college involves…
