Retirement Planning

Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding!…

After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop…

You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into…

Debating whether you should pay off mortgage debt early or invest money? This decision becomes particularly pressing when you experience…

It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra…

Many of us spend our lives dreaming up travel plans with the hope that one day we can make those…

Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of…

My clients always ask me how I manage my own money as if it’s a secret that I keep to…

Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Here’s what you can…

If the “Great Resignation” has you job shopping and dreaming about what a new position would be like, you are…