Many Aging Boomers Are Fat & Broke
Many first-wave baby boomers are not on track to succesfully retire. And many in North Carolina are not in good health either.
financial planning, Health Care, Insurance, Retirement Planning
financial planning, Health Care, Insurance
Many Can’t Find Affordable Health Insurance
Many are finding it more difficult to obtain affordable health insurance. If you are one of these people, your state may have an option for you depending on where you live.
financial planning, Health Care, Insurance
Tax Credit for Small Business Health Insurance
Many small business owners can now get a tax credit for offering health insurance to their employees. You need to have 25 or fewer emloyees with average wages of under $50k to qualify.
Debt, financial planning, Investing
Swatting Flies!
Black flies are driving me and my neighbors crazy this time of year! Learn how to identify and eliminate the financial flies in your house. This article is a must read!
Estate Planning, Health Care, Insurance
Why Do I Need A Will, Living Will and POA?
This article answers the question, “Why do I need a will?” It also discusses a few other important estate planning documents such as a living will and power of attorney.
Estate Planning, financial planning, Taxes
Health Care Reform Means Higher Taxes
The new sweeping health care reform will bring higher taxes to many taxpayers, and it won’t be pretty.
financial planning, Investing, Retirement Planning
Investing Is Like Losing Weight
Losing weight isn’t as easy as it sounds. Neither is investing in the stock market. This article delves into two of the most common challenges people face when trying to be successful investors.
financial planning, Health Care, Investing, Recession
SEC Wants To Hold Broker-Dealers To Fiduciary Standard
The SEC wants broker-dealers to be held to the same fiduciary standard as investment advisors.
Annuities, Estate Planning, financial planning, Health Care, Insurance, Long Term Care
Is Long-Term Care Insurance A Rip-Off?
Most people don’t buy long-term care insurance due to the fear of not needing it. Asset-based long-term care gives you the protection if you need it, and your money back if you don’t.
financial planning, Investing, Mutual Funds, Retirement Planning
Should I Hire A Money Manager?
Many people wonder if it would be worth it to hire a money manager to help with their investments. Find out if working with a professional is for you.