Enhance Today | Enrich Tomorrow
Since June 2023, when sports betting legislation was passed, I and other North Carolina residents have seen a constant stream of celebrity ads or promotions from the likes of DraftKings, FanDuel, BetMGM, ESPNBet, and Caesars. On March 11, North Carolina…
When considering your retirement income plan, Social Security will be one of the sources you rely on. For some, this may be all their income, while for others, it will be just part of what they will live on in…
Did you know the account you hold your investments in can make a meaningful difference in taxes over your investing lifetime? This is called asset location, and Vanguard has found that it can save you up to 0.60% annually in…
Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends!…
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct…
One of the greatest joys in life (well, for me, personally) is traveling abroad. Before embarking on an international trip, you may have marked off the usual checklist items of packing your luggage, booking a place to stay, hiring a…
I’ve been working with the 3rd Decade program* as a volunteer mentor for over a year now. As I progress on my mentor journey, I continue to see a common goal among my mentees: home ownership. I have found that…
As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming to the 2024-2025 version of the Free Application for Federal…
For 2024, 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…
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some financial checklist items you might consider before saying goodbye to…
