Individuals & Families

December 1, 2020

Are You Receiving Required Minimum Distributions (RMD) from Your IRA?

By: Lyric Martin, CFP

On November 6, 2020, the IRS issued new Tables for IRA distributions in 2022.

November 2, 2020

How to Keep Records Minus The Clutter

By: Mary Alex Edmiston

Ever wonder if you need to save your recent restaurant receipt?  

September 11, 2020

Should I Use Social Security Benefits as my Pandemic Emergency Fund?

By: Ivan Lukic and Bridget McDermott, CFP®

Due to the COVID-19 pandemic, many individuals are finding themselves out of a job and in need of quick cash. 

August 13, 2020

What is Medicare IRMMA?

By: Mary Alex Edmiston

Are you looking to apply for Medicare this year?

July 21, 2020

Financial Literacy for your Children

By: Brenda McRae

Last year, Governor Roy Cooper signed a bill requiring all North Carolina high school students to pass a course in economics and personal finance as a requirement of graduation beginning with the 2020/2021 school year. 

June 29, 2020

Required Minimum Distribution Updates

By: Ivan Lukic

New updates from the Internal Revenue Service regarding required minimum distributions, or RMDs.

February 29, 2020
Selected Indices Year-to-Date

COVID-19: Keep Calm

By: Robert R. Shaw

The COVID-19 coronavirus outbreak is driving fear and market volatility in China and throughout the world.

January 24, 2020

Your Finances and the Future

By: Justin Louis, CFP®

Starting a new year, and even a new decade, tends to nudge us to think about our future self, something people probably do not do often enough!

January 21, 2020

Economic Update January 2020

By: John E. Silvia

A Question on Prosperity
Several years ago, a TV commercial ended with the comment that “luck is for rabbits.” So it is for investing.

Account Access