Sometimes the hardest questions when going through a divorce are those that you aren’t aware you should be asking. Thus, I wanted to summarize below the most common questions...

Market declines like the one we are currently experiencing present great opportunities to take advantage of cheaper asset prices. Almost everyone with a taxable account should be harvesting tax...

The CARES Act is a massive $2.2 trillion fiscal stimulus package providing relief to both individuals and businesses affected by the economic fallout from the coronavirus. The bill is...

“Your health isn’t everything, but without your health, everything is nothing.” Asheville-based cardiologist Dr. Brian Asbill isn’t sure who initially said this quote, but he adamantly believes in it.

Just like you have a financial plan to stay on track with spending and saving, make a plan to manage your health and hopefully reduce the impact of healthcare...

Now that the in-laws have left and the last of the holiday leftovers have been emptied from the fridge (hopefully!), let’s review four impactful changes brought about by the...

Our new SRI portfolio combines our traditional stock selection criteria with numerous environmental, social and governance metrics through one of the industry leading data providers ...

If your life insurance need is fixed and doesn’t last your entire life, term life insurance may be the most efficient way to cover the risk. However, permanent life...

Larry Harris and Betsy Mayes recently hosted a panel discussion at Parsec’s Longevity Forum...

Even if you don’t have a long-term, your money does, thus the importance of holistic financial planning.

Medicare is an important tool for financial planning during your retirement. It can seem very complex at times. You will no doubt be inundated with flyers, pamphlets and marketing...

There is already enough to think about when it comes to moving, whether it is down the street, across state lines or even to another country. Make sure to...

What is the history, role and purpose of trusteeship? The origin of trusteeship is believed to have started almost four thousand years ago in ancient Egypt where the first...

One of the major benefits of a 529 plan is the tax free growth, and tax free withdrawals for qualified expenses. Even if you are spending along the way,...

I’m often asked the question: With the federal estate death tax exemption amount so high, do I really need an estate plan? The answer I give is: yes, actually...