Normally, we do not make these requests until we are in the throes of tax season but let’s take a proactive look at steps you can take now.

It’s the end of the year and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look...

As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call...

Student loan debt reached $1.6 trillion in June of 2020. This is close to 10% of the U.S. gross domestic product. How did we get here, and what options...

Benjamin Franklin has a famous quote: “… nothing can be said to be certain, except death and taxes.” A more modernized quote would probably include the mention of debt!...

One silver lining amid recent events is that market interest rates have declined, resulting in lower mortgage rates. Mortgage rates are sensitive to the 10- year Treasury note, which...

Personally, there is nothing more relaxing and exhilarating than being on a sailboat with a 15-knot wind on your beam (side), listening to the soft sounds of water splashing...

Debt can sure come in handy when buying a major asset like a house or car or managing unexpected expenses. Thankfully, the interest you pay on this debt can...

Why are we ending a stressful year talking about debt management?

The COVID-19 pandemic and resulting recession have caused a lot of people to think deeply on their financial goals as they relate to home ownership.

Fifty-six percent of adults under the age of 44 have student debt, according to the Pew Research Center. This is the highest share in history. The increase in college...

When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have...

“Cut my pie into four pieces. I don’t think I could eat eight.” – Yogi Berra

As the election news cycle reaches its climax over the next few months, investors will likely be inundated with speculative investment forecasts for an endless number of potential election...

As a former trust officer for a N.C. bank, I was fond of saying, “trusts are bounded solely by your imagination and tax law.” There is a tremendous amount...

Having a child is one of life’s special events – but the cost of a growing family can also bring challenges to your life. Here are some ways...