Insights + Resources

Epic Insights

Estate Planning – Protecting Your Assets

Jun 9, 2025

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.

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Estimating Your Retirement Income Needs

Jun 6, 2025

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

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Market Update – Volatility Likely to Bring Opportunities as Trade Uncertainty Continues

Jun 4, 2025

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for markets:

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Market Update – Tariffs Bring April Showers

Apr 4, 2025

April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that uncertainty became too much for markets to shrug off once economic data started to weaken. (more…)

Six Keys to Investing

Apr 2, 2025

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

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Tags: Certified Financial Planner Charlotte NC, Family Wealth, Investing, Investment Planning, Investment Portfolio, Investments

Organizing Your Finances When Your Spouse Has Passed

Mar 31, 2025

Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make dealing with these matters less difficult.

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Tags: Certified Financial Advisor Charlotte NC, Certified Financial Planner Charlotte NC, charlotte NC, Estate Planning, Family Wealth, financial advisor, Financial Planner Charlotte NC, Financial Planning, Legacy

Retirement and Adult Children

Mar 28, 2025

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 the cost of their own retirement savings. (more…)

Tags: Family Wealth, Financial Planner Charlotte NC, Financial Planning, retirement, Retirement Planning