Individuals & Families

May 19, 2021

Qualified Charitable Distribution vs. Appreciated Stock Gifting

By: Mary Alex Edmiston

Are you looking to donate to a charity?

March 26, 2021

IRS extends tax filing and payment deadline

By: Ivan Lukic

The Internal Revenue Service (IRS) has extended this year’s federal income tax filing due date from April 15, 2021, to May 17, 2021.

March 5, 2021

Once You Retire, Where Will The Money Come From?

By: Bridget McDermott, CFP®

When you retire, you say goodbye to your commute, your early wake up calls, your high stress levels and… your paycheck. 

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.

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