Financial Blog Posts
Posted April 30, 2022
How can you know what to expect if you have no experience or information to base your expectations on? Unfortunately, you don’t know what you don’t know. The unknown can be intimidating, exciting, scary, anxiety-ridden, and inviting all simultaneously. For many people, this is often what retirement planning can feel like. You’ve never retired before, […]
Posted April 29, 2022
Choosing the right financial advisor is not something to be taken lightly. You have spent your lifetime building your savings, starting your business, investing in all the right places, and now you’re seeing the fruits of your labor. This lifetime of work is not something you would hand over to a stranger, nor is it […]
Posted March 30, 2022
Timing is everything, and if you time it right, tax-loss harvesting could help you offset your short and long-term capital gains taxes. To know if tax-loss harvesting is a savvy financial move for you, there are a few things you will need to know. What is Tax-Loss Harvesting? Tax-loss harvesting is the timely selling of […]
Posted March 30, 2022
How much information is stored on your phone? On your computer? Do you have a note on your phone with all your passwords? Are your passwords easy to guess and the same for every site? Although you cannot always see the threat, cyber security threats are genuine and could turn your life and business operations […]
Posted February 25, 2022
Whether you’ve been investing money into your IRA for years, taking advantage of your company’s match program, or saving pennies in jars, you are likely saving for retirement in more ways than one. Although we cannot tell you exactly how much money you will need to retire, there are ways to come up with an […]
Posted February 25, 2022
Restricted stock units— maybe you’ve seen the term in a benefits package, heard leadership teams talking about it, or read about it in the news, but you never knew what it meant. Well, we’re here to be your partner in prosperity and provide clarity on the subject. By definition, a restricted stock unit (RSU) refers […]
Posted February 9, 2022
We are honored to have been voted Catawba Valley’s Best Investment Firm in 2021 during the Best of Catawba Contest! Every day we are trusted with our clients’ livelihoods and the sum of what they have worked for their entire lives; so to be recognized in this way means the world to us. To all […]
Posted February 1, 2022
As you look back over all the wealth that you have earned and accumulated over the years, you begin to think about what will happen to it when you are gone. Where will it go? Who will receive it? Do you have an estate plan in place so that you can be sure your hard […]
Posted February 1, 2022
Through all stages of life, you’ve had to make a plan and prepare for whatever was ahead, whether that was preparing for a test, a presentation at work, a life change, or just the week ahead, planning and preparing is not a new concept. Similarly, you’ll need to prepare for and plan for retirement, but […]
Posted December 23, 2021
If you find yourself working for a smaller employer, there’s a chance that your employer does not offer a robust benefits package. The lack of benefits might leave you wondering how you are supposed to save for retirement without a 401(k). It’s essential to understand what a 401(k) is to know why they have become […]