Estate Planning Strategies for Year-End
Oct 12, 2020
With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate planning strategy. But the end of the year is a great time to sit down and review your preparations, especially when you’re spending more time with your loved ones; even more important if you have a complicated estate that may need to get managed after you’re gone. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Estate Planning, Financial Planning, Personal Finance
Budgeting for Beginners
Oct 9, 2020
Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to not only meet your day-to-day needs but also to potentially realize your financial goals. Rent payments may eventually become mortgage payments. Socking away a few bucks into your savings each payday is an effective financial strategy involving various investment tools. (more…)
Tags: Financial Help, Financial Planning, Personal Finance, Retirement Planning
Election 2020
Oct 7, 2020
As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?” (more…)
Tags: charlotte NC, Current Events, Personal Finance
Ouch: September’s Market Correction Hurt
Oct 5, 2020
In theory, investors understand that a stock market correction is just part of the investing process. But experiencing a setback—like the one we’ve witnessed in the past four weeks—can raise a lot of shoulda, woulda, coulda questions. (more…)
Tags: financial advisor charlotte nc, Investing, Investment Portfolio, Personal Finance
Signs of Economic Strength in October
Oct 2, 2020
Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily cases and hospitalizations from COVID-19 has steadied in the United States, cases in Western Europe are increasing again, and many are concerned the United States could follow Europe with another spike higher. Are we seeing signs of economic strength or cracks in the armor? (more…)
Tags: Current Events, financial advisor charlotte nc
The Bond Market Listens When the Fed Talks Inflation
Sep 30, 2020
Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting bond market short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to run above 2 percent for a period of time before any shift in monetary policy is considered.1 (more…)
Tags: Current Events, Personal Finance
Race for a Vaccine
Sep 28, 2020
A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year. (more…)
Tags: Current Events
Home Builders Confident in Economic Rebound
Sep 25, 2020
To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders.
Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 is considered positive.1 (more…)
Tags: Current Events, Personal Finance
Women Facing and Conquering Retirement Challenges
Sep 23, 2020
When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for women may need to stretch even further.1 (more…)
Tags: Personal Finance, retirement, Retirement Planning
Football is Back
Sep 21, 2020
Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.
This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1 (more…)
Tags: Financial Planning, Investing, Personal Finance
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You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income.
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After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this old adage because the S&P 500’s … Continue reading “Market Update – Navigating May’s Stock Market Outlook”
May 8, 2024
Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through the high school years, many households are helping their adult children well into their twenties and beyond at … Continue reading “Retirement and Adult Children”
May 6, 2024
At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jargon involving inherited real estate. What does “cost basis” mean? What is a “step-up?” What is the home sale tax exclusion, and what kind of tax break does … Continue reading “Explaining the Basis of Inherited Real Estate”
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