Developing Your Retirement Game Plan, Ep #191

What can hockey teach us about pursuing your ideal retirement?  As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that are also vital in fulfilling financial planning outcomes.  And despite…

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…

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?

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…

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