Investment Lessons From 2020
MINT HILL, NC - Over the past year, we’ve learned a lot about the social, political and physical forces that have affected everyone. But...
Consider These Year-End Financial Moves
MINT HILL, NC - We’re nearing the end of 2020, but you’ve still got time to make some year-end financial moves.For starters, add to...
Managing Your Retirement Plan Under A New Employer
MINT HILL, NC - If your employer gets bought out, what should you do with your 401(k), 403(b), or 457(b) retirement plan?Basically, you have...
Financial Moves For The Recently Divorced
MINT HILL, NC - If you’ve recently finalized a divorce, you’re likely facing some real challenges. But you can at least help yourself by...
Ideas For Thanking Your Family
MINT HILL, NC - It’s almost Thanksgiving. And although 2020 has been a tough year, you can probably still find things for which you...
Protect Your Finances From “Cyberthieves”
MINT HILL, NC - You’ve no doubt heard reports of personal data being stolen and used for financial fraud. How can you defend yourself?Here...
Year-End Tax-Smart Moves To Consider
MINT HILL, NC - As 2020 draws to a close, you might wonder how you can improve your tax situation – especially in terms...
Vote For A Solid Investment Strategy
MINT HILL, NC - Election Day is just a week away. Will your situation change as an investor after the votes are counted?Maybe not....
Can You Influence Your Financial Aid Award?
MINT HILL, NC - The pandemic is causing chaos and uncertainty for colleges and students. But still, plans must be made. In fact, the...
Caregivers Must Also Care (Financially) for Themselves
MINT HILL, NC - If you’re a caregiver, possibly for a loved one dealing with Alzheimer’s disease, you’re probably already facing some significant emotional...