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…
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…
Will I Qualify for the Electric Vehicle Tax Credit?
The Inflation Reduction Act, passed in August 2022, brought with it a significant investment into clean energy, and numerous changes to the preexisting electric vehicle tax credit. While the tax credit of up to $7,500 remains available, new qualifications and…
I’ve Been Laid Off. What Should I Do?
Throughout 2022 and into 2023, many companies, including ones in North Carolina and the Research Triangle Park (RTP) area, have had layoffs or have announced that layoffs are coming. Companies from Lenovo, Amazon, Meta (Facebook) to Zillow, Cisco, and Google….
Be Sure to Check Your Financial Vital Signs in 2023, ep #181
It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each year: 1. Set Financial Goals or Create A Financial Plan…
The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world where 75% of Americans are winging it when it comes…
2023 Contribution Limits
For 2023, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase…
Should I Be Making Estimated Tax Payments?
The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their tax returns each spring. As such, they may charge interest…
What Are Stock Options and How Do They Work?
If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and selling them. Why Do Companies Use Stock Options? Companies use…
