Insights + Resources

Epic Insights

FAFSA Applications Open

Oct 21, 2020

Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as work-study or student loans. The applications opened on October 1, 2020, and will be accepted until the deadline, June 30, 2022. (more…)

Tags: Family Wealth, financial advisor charlotte nc, Financial Planning

Extraordinary Times Means Extra Federal Debt

Oct 19, 2020

America’s debt is now nearly as large as its economy. On September 2, the Congressional Budget Office announced that by the end of the 2020 fiscal year (September 30), the federal government is projected to owe debt equaling 98% of the nation’s gross domestic product. (more…)

Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc

Election 2020: Economic Issues in the Crosshairs

Oct 16, 2020

It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes at the ballot box in just over two weeks. (more…)

Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events

Financial Planning Month is Here

Oct 14, 2020

When training to become a CERTIFIED FINANCIAL PLANNER®, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas. (more…)

Tags: Certified Financial Planner Charlotte NC, financial advisor charlotte nc, Financial Planner Charlotte NC, Personal Finance

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 become mortgage payments, and socking away a few bucks into your savings each payday could change into 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

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