Caught In The Middle
There is a stage of life nobody really prepares you for. Your kids still need you. Your parents start needing you again. Somewhere in the middle, you’re supposed to keep your own life and financial future moving forward. Welcome... Read More
Time As A Retirement Asset
Most people spend decades saving for retirement because they believe money will buy freedom. But once retirement arrives, something can become even more valuable than the size of your portfolio… TIME! Time to travel somewh... Read More
The Dream of Retiring at the Coast
There are worse retirement plans than waking up near the water. Coffee tastes better on a porch. Walks feel less like exercise when there is a breeze coming off the ocean. Friends and family are more likely to visit when your house i... Read More
The Latest on Veterans Scams
With Veterans Day coming up, it is a good time to remind people that fraud cost veterans, service members, and their families $477 million in 2023, according to the latest Federal Trade Commission (FTC) data, and this only includes fraud that wa... Read More
Nominate your Hometown Hero
Nominate your hometown hero for the 2024 AARP Coastal Community Inspiration Awards, which are presented each year by AARP North Carolina to community organizations or individuals who are doing the most to help our regions’ residents age 50 and over.&... Read More
Help Stop Elder Financial Abuse
June 15 is World Elder Abuse Prevention Day and more than 369,000 incidents of financial abuse targeting older adults are reported to authorities in the U.S. each year, causing an estimated $4.8 billion in losses. And those numbers likely understate... Read More
How Philanthropy Fits Into Your Financial Plan
Charitable contributions hold the remarkable ability to transform lives and communities, but what if there was a way to magnify their impact while benefiting your own financial situation? Enter Qualified Charitable Distributions (QCDs), an increasing... Read More
Investment Boutique Premium
In the debate between active and passive management, which has intensified in recent years, the outperformance of Independent Investment Boutiques has been overlooked. Investment Boutiques are defined as firms that have less than $2 billio... Read More
All Weather Investing
While downside protection may be a top concern for many stock investors, that’s probably not enough. What many investors want is downside protection while also participating in up markets—an “all weather” portfolio. Shifting to very conservativ... Read More
