We're often asked about the secrets to building a successful investment portfolio. If you've ever felt overwhelmed by financial jargon, market fluctuations, or simply wondered where to start with your investments, you're not alone.
Congress just passed a sweeping $4.5 trillion tax bill—what’s being dubbed the “Big Beautiful Bill”—and it’s going to reshape tax planning for years to come. With proper planning, you may be able to save thousands.
What some financial advisors claim and what they actually do are sometimes different. This column outlines how a consumer was told one thing, but what was actually sold was something different. Surprise - it was a fixed index annuity!
Should retirees roll their 401k or 403b over into an IRA? The answer for many retirees is yes — and in this post, we outline four important reasons why a rollover might make sense for you, along with some key caveats and considerations to keep in mind.
For most people approaching retirement, when to take Social Security is one of the most important financial decisions you'll ever make. The timing of your claim can impact your lifetime income, your spouse’s survivor benefits, and even your long-term tax strategy.
What if you could retire early AND pay no income tax? As fee-only financial planners working with clients in Raleigh, Charlotte and throughout North Carolina we've used this strategy to help our clients pay zero income tax.