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...

My wife and I are slowly turning the corner from having two babies to two full blown toddlers. Like most parents, the question “where did the time go?” seems...

I am a veteran of the United States Marine Corps. I have volunteered with various veterans organizations since I got out of the Corps, and I love sharing my...

There is nothing that can kill the romance of upcoming nuptials more quickly than your partner asking you to sign a prenuptial agreement (aka prenup). But do you know...

Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning...

Probably since before you made your first dollar, you were told about the importance of investing in the stock market...

At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member. When someone that...

Did you know that your IRA beneficiary supersedes your will? No matter how carefully you’ve crafted your last intentions in your will, an IRA beneficiary that was never updated...

Congratulations! You have four years of tuition, room and board stashed away in your 529 plan and your child hasn’t even graduated from high school yet. Now you can...

When thinking about our own personal assets we have many choices. We can hold on to them (having our cake), swap them out (trading for a different cake), or...