Parsec News
Recently Featured In ...
Recent Webinars
Latest Blogs
Good Debt, Bad Debt
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!
Graduation Season
I had a wonderful experience recently attending my son’s graduation from the University of North Carolina at Chapel Hill. It was inspiring to be in Kenan Stadium celebrating his accomplishment and that of 5,000 other students, including undergraduate, graduate and doctoral degree recipients. Graduation pomp and ceremony are inspiring, mixed with the contagious joy that
Parsec’s Perspective on Current Market Turbulence
This is a little longer message than I typically send during a declining market. But we believe everything is going to be ok, and I will explain why as we go.
10 Common Financial Questions When Going Through a Divorce
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 I answer and topics I prioritize with my clients as we work through their divorce.
10 Ways to Celebrate Independence Day
I proudly served in the U.S. Army from 1991 to 1992 as a medic. My time serving makes me appreciate being a U.S. citizen. This holiday, I hope you do something enjoyable with family and friends. Here are ten ideas — I will likely do a mixture of them all!
How To Prioritize Travel and its Associated Expenses
Do you like to travel? Are you already looking forward to your next big trip? Do you spend more time planning your vacations than planning your finances? If so, you’re not alone. Recent surveys suggest that many Americans devote more time each year to planning their vacations than planning their finances.
Education Savings: There’s No Time Like The Present
College saving is a topic near and dear to my heart, as we have a 17-year-old who is currently undergoing the college exploration process. It seems like just yesterday that we dropped him off for his first day of kindergarten. He looked so small walking into that big school with his little turtle backpack on. My wife and I both had tears in our eyes. Now he is towering over us at 6 feet, 2 inches tall, constantly eating and never gaining weight.
Content Archive
Topic Archive
Whitepapers
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for...
A Financial Guide to Divorce
It is critical to prepare for divorce by making sure you...
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help...
Charitable Giving Tax Strategies
The 2017 Tax Cuts and Jobs Act materially changed charitable giving...
Doctor Independent Wealth Illustration
After a long, prosperous career and strategically saving 20% of your...
Eight Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Quarterly Newsletters
Thrive By Ensuring Your Loved Ones Are OK Edition
Our Q3 2022 newsletter focuses on how to thrive by ensuring...
Thrive by Learning and Growing Edition
Read our Q2 2022 newsletter on how to thrive by learning...
Thrive by Planning for the Unknown Edition
Our Q1 newsletter focuses on planning for the unknown. CEO Rick...
