economic growth

Financial Mistakes Real People Have Learned From

Finances are complicated for some of us. That’s okay, we’ve all been there. Featured today are some real-life financial mistakes that real people have made, that they’ve learned from, that they want you to also learn from so you don’t make the same mistakes. (Or if you’ve made these same mistakes, just know that you’re not the only one!

Old MacDonald Had a Farm ... and a Donor Advised Fund

By Eric Kinaitis

Top 15 Money Management Tips

Four Budget Myths Debunked

The New Year is a great time to reassess saving and spending habits and put new goals in place. To do so requires creating a formal process to succeed—and that means developing a budget. You may already have a budget, but are you taking full advantage of it? Chances are it may need a little dusting off or refresh.

Can Someone Please Explain Annuities!?

There are a lot of things that go into finance. A lot of words that people don’t understand, a lot of concepts that people can’t quite grasp. Thankfully, we’re here to help! Let’s break down what an annuity is. 

First, we’ll go over some basic terms that you’ll need to understand. 


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Shocked By Your Tax Revaluation? You Can Appeal.

Property revaluation assessment is a very hot topic among homeowners in Mecklenburg County right now. Many of you have probably received notices about the residential, rental or commercial property you own. This has significant impact from a planning standpoint.

Government Shutdown and Tax Filing

What To Know About The Government Shutdown and Your Tax Filing

As you probably know, the longest government shutdown in the history of the United States recently ended.1  During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back.

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