Tuesday, December 20, 2022

Rate Of Return

MINT HILL, NC - What does the phrase “rate of return” mean to you?  What if I told you fear and greed play a...

Understanding Your IRA – And Your Options

MINT HILL, NC - Last week we covered qualified retirement plans and this week we will discuss IRA options.  The two most popular types...

Employer Retirement Plans

MINT HILL, NC - Retirement plans offered through employers include 401(k), 403(b), and profit-sharing plans.  If you have access to a retirement plan with...

Financial Independence Aka Retirement Planning – Introduction

MINT HILL, NC - This week we continue our financial planning process with retirement planning.  At Fulcrum, our goal is to help you develop...

Midterms & Markets

MINT HILL, NC - This week I would like to talk about the upcoming midterm election on November 8th…Dun Dun Dun.  We will pick...

Long-Term Care – Is It important?

MINT HILL, NC - Long-term care planning is important in today’s world.  The main reason is that people are living longer and not to...

Featured articles

Ten Ideas For Last-Minute Local Holiday Shopping

MINT HILL, NC - It’s mid-December, and you’ve still got shopping to do.  No need to battle traffic and crowds at the big box...

Hanukkah: The Festival Of Lights

CHARLOTTE - Hanukkah is a Jewish holiday that lasts for eight days and nights starting on the 24th day of the month of Kislev...

First In Person Senior Citizens Christmas Party Since Pre-Pandemic A Huge Success

MINT HILL, NC - On Saturday, December 3, the Senior Citizens Christmas Party returned to Independence High School! Hosted by the Mint Hill Chamber of...

Celebrating The Season Of Light

CHARLOTTE - December is the darkest month of the year. First, we have the earliest sunset at the beginning of December; then, on December...

EWC Consulting: College Admission Guides

MINT HILL, NC - Preparing for college can be a stressful process, when in fact the journey should be one of the most exciting...