Articles

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,

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.

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

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

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

If the “Great Resignation” has you job shopping and dreaming about what a new position would be like, you are not alone. An estimated 4.3

Going through a divorce is a life-changing event that you’re never quite prepared for. No matter how much time you spend researching and planning, it

In 2020, the IRS issued over 126 million refunds, accounting for 74% of all tax returns filed.1 Considering the vast majority of Americans are still

After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial