Planning Commentary
October 20, 2018
Now that fall has arrived in Charlotte (thank goodness!) and before the rush of November […]
October 2, 2018
Healthcare continues to be one of the most significant expenses you will incur during your […]
September 25, 2018
School is back in session. For those of you with children (or grandchildren), the pressing […]
September 1, 2018
Many of you probably read Benton’s “Big Fish” story in our last quarterly commentary (if […]
June 10, 2018
IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 20, 2018
In my last article I wrote about choosing a continuing care retirement community and the differences among […]
May 1, 2018
After I had been a Certified Financial Planner™ professional for about ten years, my mom asked me, […]
April 20, 2018
As an update to our prior article New Law Doubles the Estate Tax Exclusion Amount but […]
Active vs. Passive Investing: Why We Use Both