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Blog

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Talking to your Aging Parents about Finances

Mar 14, 2023
Categories
Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the...
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Elderly woman doing yoga in a park

The New Normal Retirement

Mar 14, 2023
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Sending Your Kids to College: What Should You Really Expect?

Mar 14, 2023
Categories
College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Two people having a picnic by a lake

How do I Start Planning for Retirement?

Mar 14, 2023
Categories
Retirement
If you haven't started planning for retirement yet, it's not too late.
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Charitable Giving: Doing Your Due Diligence

Mar 14, 2023
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Why Financial Professionals Are Still Important

Mar 14, 2023
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Mar 14, 2023
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

Mar 14, 2023
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Mar 14, 2023
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Oct 31, 2021
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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Grandmother and granddaughter knitting together

Retirement as a Single Woman

Oct 31, 2021
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Oct 31, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your...
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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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15720 Brixham Hill Ave, Suite 300
Charlotte, NC 28277

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