What To Expect From A Financial Review
WAXHAW, NC - The COVID-19 pandemic is, hopefully, just a once-in-a-lifetime occurrence, but all sorts of events can rattle the investment world. And changes...
You’ve Got More Time to Fully Fund IRA
WAXHAW, NC - The federal income tax filing deadline has been extended for individual taxpayers from April 15 to May 17 – so you’ve...
First-Time Homebuyer? Follow These Steps
WAXHAW, NC - Are you thinking about buying your first home? If so, consider taking these steps:
First, save for as big a down payment...
Business Owners’ Issues Go Beyond “Mom and Pop” Label
WAXHAW, NC - If you own a small business, you typically don’t get a lot of recognition – so you may be pleased to...
Time for Some Financial Spring Cleaning
WAXHAW, NC - Spring is just about here. This year, as you tidy up your home and surroundings, why not also consider some financial...
Put Tax-Smart Investing Moves to Work
WAXHAW, NC - It’s time to think about filing taxes. If your income in 2020 was affected by the COVID-19 pandemic, your tax return...
Remote Work May Offer Financial Benefits
WAXHAW, NC - Have you been working from home during the COVID-19 pandemic? If so, you might be getting used to it, and even...
Avoid Tapping Into 401(k) Early
WAXHAW, NC - If you are facing a financial need, you may think about tapping into your 401(k). After all, it’s your money –...
Investment Lessons From 2020
WAXHAW, NC - Over the past year, we’ve learned a lot about the social, political, and physical forces that have affected everyone. But as...
Are You Still Planning To Retire Early?
WAXHAW, NC - The pandemic has disrupted a lot of people’s retirement plans. If you were thinking of retiring early before COVID hit, can...