10 Smart Money Saving Tips!

When people think of saving money, they initially think they need to cut something they enjoy.  Instead, people should think about spending more wisely. We’ve compiled a list of cost savings ideas with little impact on your lifestyle.  The long…

5 Steps to Pay off Credit Card Debt

As financial advisors, we typically focus on building and managing wealth.  However, it’s also important to point out impediments to building wealth and financial security, like consumer debt. While low interest debt can be a useful tool and offer benefits…

Social Security Bubble Single

When Should I Take Social Security?

Deciding when to take Social Security benefits is unique because of the way the benefits may be taxed. There is a formula that the IRS requires Social Security recipients to use to determine if any of their benefits are subject…

Five Topics to Discuss Before Saying I Do

There are a number of different questions engaged couples need to ask themselves before tying the knot, and most of them can be answered in less time than it takes to say “I do”. As recently engaged couples get caught…

Your Social Security Benefits

Social Security is one of the largest assets for most retirees, but very few understand its basic rules.  About a third of all people claim social security at age 62, but there are many benefits that are left on the…

Obamacare and your Tax Return

The Affordable Care Act (aka Obamacare or ACA) will have a limited, if any, impact for most taxpayers.  However, there are several items to be aware of when completing your tax return. 1) Itemized Medical Deduction There has been an…

Photo credit: Alan Cleaver

North Carolina Tax Changes – 2014

As you finalize your 2013 federal and state income tax returns you should be aware of the significant changes to North Carolina state taxes in 2014.  In July 2013, the state legislature passed a material overhaul to the state tax…

Emerging Markets Outperformance?

In our recent mailing about the CAPE formula, we discussed how we use this valuation measure in our investment outlook strategy.  The graph below (Graph 1) demonstrates that when an asset class is undervalued there are high correlations with stronger…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors