What a great way to start the day and start off the week, serving alongside of co-workers and clients at an amazing little non-profit in Charlotte, called Promising Pages. Promising Pages inspires underserved children to achieve their dreams by instilling a love of reading. Fueled by studies showing that children who can’t read proficiently by third grade are four times more likely to drop out of high school. More than 60,000 underserved kids in the Charlotte area are at risk of falling behind. Promising Pages provides innovative classroom programs and more than 100,000 free books annually, making it Charlotte’s largest and most efficient distributor of upcycled books aimed at addressing this critical – and solvable – community need. We counted, sorted, cleaned and stamped books, getting them prepped and ready. Next stop … a child’s hands. What a worthwhile endeavor. If you would like to learn more, or are interested in volunteering one day as well, please check them out online at http://promisingpages.org They depend on volunteers, so “book” a date!
Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street stocks then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for stocks. Just hours earlier, the Wall Street Journal had asked: “How Low Can Stocks Go?”1 … Continue reading “Stocks Gain Tremendously Since 2009”
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it … Continue reading “The Secure Act”
For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who will be passing on your business to your heirs or your business partners … Continue reading “Buy Sell Agreements for Businesses”
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. April 15, 2020 is the deadline for making annual contributions to a traditional IRA, Roth IRA, and certain … Continue reading “2019 IRA Deadlines Are Approaching”
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”
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