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...
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...
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,...
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...
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...
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...