Sometimes the best financial advice is the simplest: tough, objective love The couple had made every mistake you could: retired too early, spent too much, took on too much house and too much debt. “This is killing me,” Jill told [...]
Not Your Father’s Retirement.. things are way different today You might be thinking about retiring, but how do you know when you are really ready, mentally and financially? For decades, the expected retirement age was 65 partly because you became [...]
Make sure you think about potential disruptions and plan ahead of time Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce, and a host of bad behavior – far from the [...]
Be very careful when making even small changes to your assumptions Cut a pie into 100 slices and what do you have? Barely a nibble. Seemingly an inconsequential share of anything, 1% can actually make a tremendous difference to your [...]
Minimize the need to decide taxes and transaction costs for all beneficiaries Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, [...]
Clemmons Office
3554 Clemmons Road
Suite 001
Clemmons, NC 27012
Office: (336) 391-3409
Charlotte Office
15720 Brixham Hill Avenue
Suite 300
Charlotte, NC 28277
Office: (336) 391-3409
Our Clemmons office also serves the communities of Winston-Salem, Greensboro, Lexington, High Point, Mocksville, Oak Ridge and Mount Airy.
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