Estimating Your Retirement Income Needs
May 8, 2023
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.Tags: Certified Financial Planner Charlotte NC, Estate Planning, Family Wealth, financial advisor charlotte nc, retirement, Retirement Planning, Retirement Tax Savings
An Introduction to Estate Planning
Apr 26, 2023
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.
Tags: Estate Planning, Family Wealth, financial advisor, financial advisor charlotte nc, Long-Term Care Planning, Personal Finance, retirement, Retirement Planning
Digital Assets Estate Strategy
Mar 20, 2023
When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they deserve your attention as well. We consider these your digital assets. A digital footprint of your life – and you need to consider them within your estate planning. (more…)
Tags: Certified Financial Planner Charlotte NC, Estate Planning, Family Wealth, financial advisor charlotte nc, Financial Planning
Charitable Lead Trusts
Mar 10, 2023
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts. (more…)
Tags: Estate Planning, Family Wealth, Financial Planning, Legacy, Wealth Building
Talking to Your Heirs About Estate Planning
Jan 23, 2023
Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of the conversation. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Estate Planning, financial advisor, Retirement Planning
Managing Probate When Setting Up Your Estate
Oct 3, 2022
The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s assets. Probating an estate valued at $400,000 could cost as much as $20,000.1 (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, Current Events, Estate Planning
Will You Avoid These Estate Planning Mistakes?
May 27, 2022
Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid during estate planning. (more…)
Tags: Certified Financial Planner Charlotte NC, Estate Planning, financial advisor, Investments, Personal Finance, retirement, Retirement Planning, Retirement Tax Savings, social security
Estate Planning for Baseball’s $300 Million Players
Apr 13, 2022
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts. Think he needs estate planning? (more…)
Tags: Certified Financial Planner Charlotte NC, Estate Planning, Family Wealth, financial advisor charlotte nc, Financial Planning, Legacy
A Corporate Trustee Could Be a Smart Choice
Feb 7, 2022
In an ideal world, managing a family trust would be simple. There would be no stress, no big learning curve, and no great time commitment involved. Unfortunately, the world is not ideal, and heirs who become trustees are often left with headaches. A corporate trustee may be a good option. (more…)
Tags: Certified Financial Planner Charlotte NC, Estate Planning, Family Wealth, financial advisor charlotte nc, Investment Planning, Personal Finance, taxes
2022 Annual Limits for Financial Planning
Jan 7, 2022
Tags: Certified Financial Planner Charlotte NC, Estate Planning, financial advisor charlotte nc, Financial Planner Charlotte NC, Financial Planning, Retirement Planning, Tax Planning, tax season guide
More Insights
Jul 15, 2024
The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet (GOOG/L) … Continue reading “Market Performance is a Tale of Haves & Have-Nots”
Jul 12, 2024
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.
Jul 10, 2024
You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.
Jul 8, 2024
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.
Jul 5, 2024
How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense. Each year, Fidelity Investments presents an analysis of retiree health care costs. In 2023, Fidelity projected that the average 65-year-old couple would … Continue reading “Retirement Wellness”
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