Retirement Planning

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…

Going through a divorce is a life-changing event that you’re never quite prepared for. No matter how much time you…

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

No one says “I do” with the expectation that one day they’ll be signing divorce papers. Regardless of how it…

Marriage doesn’t begin with thoughts of divorce. But it’s become an unfortunate reality for many of our clients. Not only…

Any major event in your life can result in financial changes that you need to work on. When it comes…