Enhance Today | Enrich Tomorrow
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2014 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…
The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way of the pay phone. Or probably a better analogy is…
Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of us will be on the move from our permanent residence, which…
My grandmother loved to gamble. While she was a child of the depression and extremely frugal, she also loved putting a little money on bingo with friends, buying the occasional lottery ticket, or even playing the slots in Atlantic City. …
Whether your family is helping to pay for your wedding or the money is coming out of your own pocket, you’ve most likely had a conversation to discuss how much you can spend. It can be difficult to plan your…
Is your 401(k) or other retirement plan set to automatically rebalance? An auto-rebalance normally occurs quarterly or semi-annually, and with the end of the second quarter approaching, it’s important for you to check if this feature is turned on and…
Residential solar panel installations have grown dramatically over the last several years. Where sunshine is plentiful, investing in solar panels is likely to produce at least a modest return on the investment. In other places, some homeowners choose to have…
Have you received a suspicious email or phone call lately? Has someone tried to confirm your personal financial information? It is okay to not answer unsolicited requests about you and your financial information. The SEC and Federal Reserve are concerned…
Everyone makes mistakes; even Derek Jeter as noted in the picture to the right. The deVere Group recently surveyed 880 millionaire investors around the world to determine their top investing mistakes. The list is below, but these mistakes are made…
On Sunday, June 8th, we hosted our Fourth Annual Client Appreciation Night. Over 160 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Norfolk Tide. This was…
