Quicken Your Budgeting Skills

As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.

Compromised Brokers

Morgan Stanley Smith Barney is now offering as much as 330% of a brokers annual production to join the firm. Click here to view the article from Investment News: “Morgan Stanley Smith Barney pumps up recruiting packages to lure top…

Elderly Fraud

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to avoid these scams in the future. One of our partners,…

Men or Women More Risky

Risky Business

New research has found that men are more likely to take larger risks in their financial decision making than women.

Energy Efficiency and Renewable Energy Tax Credits

For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction.  In fact, the same could be said about the entire city of Raleigh…

Motivation for Financial Fitness

Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.

RMDs Can Lead to Tax Planning Opportunites

Distributions from your retirement accounts are not required by the IRS for 2009 but does that mean that they aren’t necessary? For those who have other sources of cash flow, this waiver does present opportunities for tax planning purposes.

There’s Something About Budgeting

If you haven’t noticed, budgeting is hip these days. This is thanks to the economic uncertainty caused by the stock market’s second worst bear market in the last 100 years. People’s fear of losing their jobs and significant losses in their investment accounts has shifted the importance of financial planning and knowing how to budget back into the spotlight. But there are still people resistant to both of these ideas.

When Your 401k Match is Suspended

In the current economic environment employers are evaluating all of their cost cutting options, which may lead to suspending or reducing their 401k match. Here are some questions you should ask yourself when deciding if you should continue contributing to your 401k plan.

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.

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