Men’s Shelter of Charlotte
Feb 22, 2017
We couldn’t have asked for a better way to kick off our 2017 Epic Outreach effort than serving lunch to over 180 men at the Men’s Shelter of Charlotte. They operate Mecklenburg County’s only two year-round emergency shelters for men experiencing homelessness. Basic needs are met, including a bed, meals, restroom/shower facilities, laundry, and personal hygiene items. A host of on-site services is also available including a volunteer-run Housing and Employment Resource Center (HERC), substance abuse and mental health services, peer support, medical respite, and bi-monthly visits from volunteer dentists. A special thanks to “Champ” for his incredible instruction, guidance and big heart. To learn more, or to help support them financially or through volunteering, please visit their website: http://www.mensshelterofcharlotte.org
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May 27, 2020
In corporate America, pension plans are fading away. Only 16% of Fortune 500 companies offered them to full-time employees in 2018, according to Willis Towers Watson research. In contrast, legal, medical, accounting, and engineering firms are keeping the spirit of the traditional pension plan alive by adopting cash balance plans.1
May 25, 2020
I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specifically his wife and two sons. Like many Americans, Hugh likes to make sure … Continue reading “The Gift Tax”
May 22, 2020
“Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their jobs, and 36 million people have filed for unemployment since the COVID-19 pandemic struck in mid-March. Record drops in consumer … Continue reading “Better Times Are Coming”
May 20, 2020
You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a backdoor Roth IRA grow tax free as long as the owner abides by the Internal Revenue Service (I.R.S.) rules, and withdrawals are federally tax free once you reach age 59½ and have held the Roth … Continue reading “Backdoor Roth IRA”
May 18, 2020
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if … Continue reading “Coping With An Inheritance”
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