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Passive Income Investments: How to Make Your Money Work for You

May 18, 2021
Categories
Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
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Senior couple in a meeting with a financial professional

The Risk of Reverse Dollar-Cost Averaging for Retirees

May 18, 2021
Categories
Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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The Pros and Cons of Investing in a 529 Plan for College

May 18, 2021
Categories
College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
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Selling Your Home After Retirement: The Benefits of Downsizing

May 18, 2021
Categories
Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Common Investor Biases and How They Can Impact Your Finances

May 18, 2021
Categories
Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Financial Management for Couples: When a Spender and a Saver Fall in Love

May 18, 2021
Categories
Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a...
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Medicare in 2021: Here’s What You Need to Know

Jan 28, 2021
Categories
Health
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered...
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How to Plan Long-Term Care Before You Need It

Jan 28, 2021
Categories
Finance
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning...
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Happy elderly couple holding yellow flowers

Should You Retire at the Same Time As Your Spouse?

Jan 28, 2021
Categories
Retirement
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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What are the Benefits of Saving Early?

Dec 8, 2020
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who...
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What History Can Tell Us About the Post-COVID-19 Investing Market

Dec 8, 2020
There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial...
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What College Students Need to Know About Money

Dec 8, 2020
Categories
College
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost...
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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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