After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop up time and time again. As a firm, we’ve grown adept at understanding how these challenges affect Atrium Health employees and how to best address them. Look through this list

You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into learning how you can maximize your Atrium Health benefits package. Get The Full 401(k) Employer Match Offered By Your Atrium Health Benefits Each year, Atrium Health will contribute 2% of

Debating whether you should pay off mortgage or invest money? Then keep reading to come to a decision! Pay Off My Mortgage Or Invest My Money? Here’s How to Decide If you come into any kind of financial windfall—whether a raise or bonus at work, a settlement or an inheritance—you

It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra time to travel, pursue hobbies, and spend quality time with family and friends. You’ve certainly earned this time to relax and recharge and will likely want to make the most

Many of us spend our lives dreaming up travel plans with the hope that one day we can make those dreams a reality in retirement. Yet, when that day comes, many retirees find themselves unprepared for the added costs associated with traveling and they never achieve the dream lifestyle they

Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America employee—I’m acutely aware of the company’s employee benefits package and its nuances.  In this article, I’ll walk you through some simple ways to optimize your

My clients always ask me how I manage my own money as if it’s a secret that I keep to myself. The thing about wise money management is that people often feel like no matter how much they learn about the latest techniques and trends, they’re never quite doing it

Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Here’s what you can do to avoid these common mistakes and be on your way to a brighter future. 1.) Failing to Budget for All Lifestyle Expenses (Worst Divorce Settlement Mistake) The biggest divorce