Inheritance Planning for Retirement Accounts Due to recent tax law changes, primarily from the SECURE Act of 2019, a recent popular topic of conversation was the amended rules on inheriting…
The weather is sunny and we’re itching to plant all of those beautiful flowers! There are GORGEOUS flowers in the gardening centers right now. What should I buy? I want…
Why Didn’t My Advisor Warn Me About That? One of the common themes we find in financial planning can be somewhat of an oxymoron. Most people follow the traditional paradigm…
Spring cleaning and other projects … Getting started on spring projects has been a struggle for me this year. I’m not sure if it’s the extra time spent at home…
The night is long and filled with angst when a beloved pet has escaped the fence or slipped out the door. Thoughts of “where could he be” and “she must…
A peaceful walk along side a busy road! Most people who drive down Statesville Rd. (Route 21) past the Home Depot, never notice the entrance to the Caldwell Station Creek…
What would happen to your pets, if something happened to you? Have you ever thought about it? Most people, myself included, haven’t. And why would we? Our fur babies generally…
Something on our plate a lot this past year is finding yield on conservative investments. Over the last decade, many have become accustomed to generating 1.5 – 3% on generally…
