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...
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...
Estate Planning Basics
MINT HILL, NC - Did you know that two-thirds of Americans don’t have an estate plan?* The best way to show your loved ones...
Estate Planning – Part 2
MINT HILL, NC - One idea to simplify matters for your family is to create a file that includes a list of your assets...
Leaving A Digital Legacy
CHARLOTTE - Have you ever heard of leaving a digital legacy? Some of you reading this may be scratching your head. Estate planning in...
After Goldilocks, Which Bear (Market) Will Prevail?
MINT HILL, NC - How does this fairy tale relate to our current economy? Easy…we have the mild baby bear, the moderate momma bear,...