Is 4.0% average growth enough to power your retirement?

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Do you know how much money you’ll need to retire comfortably?

Is it time to look at some alternatives to your bond holdings?

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Learn about potential substitutions for some part of your bond holdings.

Are You Living Life in Alignment with Your Core Values?

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What do you value most in life? Is it family? Money? Independence?…

Creating Tax Efficient Cash Flow

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How to structure your withdrawals to be as tax efficient as possible.

Five Weird Questions to Determine Life Purpose

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Five Weird Questions to Determine Life Purpose What’s your…

If Your Life Were a Business Would You Invest in It?

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Think about that for a second.  If your life were a business…

Tax Tips for the Individual Investor

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Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.

6 Strategies for Tax-Efficient Investing

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It’s tax season again and this often prompts a variety of feelings including procrastination and intimidation. It’s no fun knowing that after factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments' returns in any given year may be reduced significantly. But for some people, tax time can actually be a very happy time. That’s because they have put into place some effective strategies to decrease their income tax bite. Here are several Strategies & Tips to potentially help lower your tax bill.
Durham NC Financial Planner

5 Benefits to Getting a Portfolio Second Opinion from a Financial Planner

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Do you worry about your current or future financial situation? Perhaps you have these questions float through your mind periodically: Will my money last as long as I do? Will I have enough to live comfortably? Should I be doing something different with my investments to improve my outlook? Do I have the right advisor to help me achieve my goals? Should I get a second opinion from a financial planner to see if my investments are positioned correctly to achieve my goals?