Enhance Today | Enrich Tomorrow
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often see an uptick in interest around the summer months. Families…
Who will get to read your emails and blog posts when you die? Can my kids get copies of my digital photos and mp3 music files after I pass away? The North Carolina legislature recently answered that question by passing…
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he…
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in that age bracket which will be about 19% of the…
Planning for a Second Marriage Should Sally sell one or both of her homes? Should Frank sell his home? Who should be the beneficiary on Frank’s 401k? Do they need to redo their wills? What tax implications will they have…
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan…
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…
