Check out our past newsletters below for helpful financial planning information and insights.
If you’ve been following our newsletter, you know about our true love for Durham. We enjoy the big-city fun and relatively small-town feel—a combination that’s hard to find. The big city means we have endless eating options, and since our family loves to entertain and host, our visitors are frequently impressed. But it’s not just us, the New York Post encouraged readers to go to Durham, calling it “The Foodie Capital of the South.”
As a UNC graduate, Raleigh-Durham has been home for many years. My wife and I have built our family, support system, and careers here. We could have easily moved away, but there are countless reasons we’ve remained rooted in North Carolina and plan to call the area home for years to come.
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
Planning your next big getaway? Consider these food and wine destinations located all around the world.
You’re turning 65—congratulations! 65 is a huge milestone in your life and it should be celebrated with all the festivities you can muster. But turning 65 also means some important financial tasks are showing up on your to-do list. If you’re turning 65 this year, here are 5 things you should pay attention to as soon as possible.
Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs and desires in our non-working years. It can be especially difficult to save enough—or to even know if you’re saving enough—when you’re a high earner and plan to maintain your current lifestyle in retirement.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
Everyone makes mistakes, but when it comes to your finances and retirement planning, too many mistakes can ruin an otherwise stress-free retirement. Luckily, many common mistakes are completely avoidable with the right knowledge and the right financial partners on your side. Here are the top 5 financial mistakes I see, and what you can do to avoid them.
When you make a charitable contribution, your main goal is to support organizations you’re passionate about and to benefit those in need. It used to be that a nice tax break was just an added perk. Unfortunately, the Tax Cuts and Jobs Act, with its higher standard deduction, causes many people to lose out on the tax benefits associated with charitable giving.
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.