Individuals & Families

May 6, 2024

529 to ROTH

By: Audrey Blanke, Lyric Martin, and Bridget McDermott


In the ever-evolving landscape of personal finance, new rules and regulations can often feel like a labyrinth.

May 19, 2021

Qualified Charitable Distribution vs. Appreciated Stock Gifting

By: Mary Alex Edmiston

Are you looking to donate to a charity?

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: Bridget McDermott, CFP® and Ivan Lukic

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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