Charlotte Restaurants: 6 Must-Visit Local Favorites Supporting Our Community The coronavirus pandemic has deeply impacted the restaurant industry, with one in every four jobs lost being in food and beverage services. Now, more than ever, local Charlotte restaurants need our support to stay open and thriving. While dining preferences have

Whether retirement is fast approaching or has already arrived, you’re probably looking for ways to maximize your income flow for the future. Reducing taxes in retirement is an essential element of maximizing retirement income and protecting the wealth you’ve worked so hard to build. Your retirement assets are the key

Understanding “How Much Does It Take to Retire Comfortably on a $5k, $10k, or $15k/mo Budget?” is crucial for successful retirement planning, as the amount you need depends on individual needs, lifestyle choices, and several other factors. National averages might not match what you need for retirement because of different

When to Stop Saving for Retirement is a personalized decision, and finding the right moment depends on several important factors. Here are some key learnings the article provides: Think about what you want to do when you retire, like traveling or hobbies, because these plans will impact how much money

Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and security in a phase of life when your regular earnings might taper off. Retirement planning is inherently complex, involving numerous variables—not just how much you’ve saved. You need to assess

A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like a vacation—for the rest of their lives! (And isn’t that what retirement should feel like?) Even if you’re not worried about having enough… not only money to retire in Hawaii,

Lessons From a Health Scare: How a Financial Expert Changed His Views In May of 2022, I was diagnosed with a brain tumor. While there’s a happy ending to the story, there’s also a lesson—several lessons actually—that I feel like everyone can learn from. Earlier that spring, I had lost

Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding! This learning can all be done through our guide that dives into the 6 financial steps for women. Women live longer than men and are increasingly seeking their own financial