Blog
A Retirement Plan Isn’t a Luxury – It’s a Necessity
As a small business owner, you’re always looking to attract and retain top talent. One of the most effective ways to do this is by offering a retirement plan. Not only does this provide your employees with a competitive benefits...
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Income Tax Checklist to Stay on Track
Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with...
Read MoreTime to Spring Forward! ⌚
We know life gets busy, so we wanted to remind you that it’s soon time to spring ahead! Remember to change your clocks for Daylight Savings Time on March 9th at 2 a.m. to 3 a.m.You're not alone if you think 3 a.m. is a strange time!...
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Happy Presidents Day
Presidents Day is upon us. It's time to celebrate Washington's birthday and celebrate the founding of our nation. Washington said, "Perseverance and spirit have done wonders in all ages." This Presidents Day, I hope you take a moment...
Read MoreJanuary is National Financial Wellness Month
National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional.For me, it's time for me...
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Happy Holidays
Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones. In that spirit, I would like to wish you...
Read MoreCaregiver Readiness… Are You Prepared?
There are lots of positives to adulthood. You make your own money, you make your own rules, and you make your own decisions. But with freedom comes responsibility, and one of those responsibilities is making plans for the future....
Read MoreSecure Your Credit With a Freeze
As more and more people become dependent on technology, the chance of your finances being attacked through cyberspace is increasing tremendously. And one of the most common and devastating ways this happens is through identity theft...
Read MoreLife Lessons from the NFL 🏈
Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us about the importance of tenacity, hard work, and...
Read MoreShould You Use Your Retirement to Pay for College?
Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we'll do anything to help them achieve that! But unfortunately, there are dreams, and then there's reality: college costs have...
Read MoreNot all Debt is Created Equal
When we meet with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for us to come across debt in their portfolio. This always prompts the million dollar question, “Is it better to use my...
Read MoreJuly 2025: Retirement Readiness
This month’s Retirement Readiness newsletter features helpfulinformation on "forgotten" retirement accounts, steps for navigating an early retirement, and insurance needs assessment tips for empty nesters and retirees. It also...
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Happy Solstice!
If the days are feeling warmer and longer, that's because we're approaching the Summer Solstice, the longest day and shortest night of the year, and known as Midsummer in many cultures. The length of the day changes depending on where...
Read MorePreparation Pays for Business Owners
As a business owner, you know the importance of planning ahead. But did you know that 60% of older generation business owners plan to transition their business in the next 10 years, and more than half do not have a formal...
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April Showers Brings May Flowers!
April is upon us! The expression "April showers bring May flowers" is a beautiful reminder of nature's natural cycles and the unexpected storms that may appear in our lives. This is an excellent time to consider starting a rainy-day...
Read MoreSt. Patrick’s Day
St. Patrick’s Day is fast approaching! On March 17, the annual celebration of Irish culture begins with parades, festive music, and fun from coast to coast. Celtic music, Irish pastries, corned beef and cabbage, the camaraderie, and...
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Happy Valentine's Day
February 14 is Valentine’s Day. It’s time to celebrate the love between you and your special someone. To cherish the memories gone by, and to plan for all the memories yet to come. To embrace the beauty of the present and the love...
Read MoreGuess the 5 Most Forgotten Retirement Expenses?
The secret to financial independence starts and ends with a good budget. I can’t stress this enough. You may or may not be aware of how much your budget will change from your earning years to your active retirement ones. Will yours go...
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Best Wishes for a Wonderful Holiday Season
Happy Holidays from all of us!
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A Thanksgiving Message
As we give thanks this holiday season, we wanted to send a note letting you know how truly grateful we are for you, your loyalty, and the relationship we’ve built together. We deeply appreciate the trust you have placed in us to...
Read More6 Helpful Tips to Get Started on Your Estate Plan
If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step and get started....
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Happy Labor Day!
More than just a bookend to the summer season, Labor Day is a celebration of workers' contributions to the well-being of our country and the economy. Labor Day was first celebrated on Sept. 5, 1882, in New York City, in accordance...
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4 Tax-Advantaged College Funding Strategies
You know the old adage, "Nothing in life is certain but death and taxes." Add to that a third certainty: college education costs will continue to outpace inflation. Ouch. There are numerous tax-efficient strategies that could help...
Read MoreNot all Debt is Created Equal
When we meet with clients to determine the most efficient ways to maximize retirement savings, it’s not unusual for us to come across debt in their portfolio. This always prompts the million dollar question, “Is it better to use my...
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Happy Father's Day
Father’s Day is coming up, a day when we celebrate perhaps the greatest work men do. Teaching your children, instilling the lessons that will shape their character and their lives. Is there any work more important? Interestingly,...
Read MoreQuestions to Ask Yourself Before a Big Purchase
At some point in life, you’ll be in the market to buy something that costs big bucks. No matter the purchase, sometimes the decision can be hard to make. Here are three things you should ask yourself before you spend your hard-earned...
Read MoreFinancial Literacy Month - Budgeting Today for Wealth Tomorrow
Spend today, save tomorrow? Okay, we've all been there. But if it seems you're always living paycheck-to-paycheck and never able to save anything for the future, then it may be time to make a change . April is Financial Literacy Month...
Read MoreDon’t Shred Those Tax Documents Yet!
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any...
Read MoreNovember 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...
Read MoreThe Impact of Artificial Intelligence on Finance
We strive to keep you regularly updated with important information and news. Please find the current monthly whitepaper from Phil Blancato, Osaic’s Chief Market Strategist, attached below. This paper provides research, analysis,...
Read More7/7 Market View Weekly
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...
Read MoreBond Market Dynamics
We strive to keep you regularly updated with important market changes and news.Please find the Bond Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...
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4/28 Market View Weekly: By the Numbers
Earnings Drive ReboundIt was a very busy week of earnings reports, but none more important than those from the Big Tech names. After two days of sharp losses on revived regional banking fears and otherwise lackluster earnings results,...
Read MoreWhat Investors Need to Know About FDIC Insurance and SIPC.
About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...
Read MoreIs Your Retirement Account as Large as it Could Be?
When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...
Read MoreCheck Your IRA Beneficiaries
When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...
Read MoreHelpful Info About Midterm Elections & Market Performance
It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...
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Two Invisible Threats- First Trust Video
Brian Wesbury, Chief Economist at First Trust Portfolios provides a market update. CLICK HERE TO WATCH
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Red Nose Day 2018
On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/
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