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.

March 21, 2022

Feeling the Rise in Gas and Food Prices

By: Mary Alex Edmiston

Inflation continues to be the topic of conversation, especially since Russia’s attack on Ukraine.

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.

October 12, 2020

Leading Economic Indicators

By: Ivan Lukic

Lately, you may have noticed news and media headlines addressing economic indicators.  

March 19, 2020

Carolinas Investment Consulting Update: COVID-19

With so much uncertainty surrounding the COVID-19 threat and possible shelter-in-place mandates, we want to share with you the steps we are taking to help slow the potential infection rate in our community while continuing to care for our clients.

August 17, 2016

Celebrating 15 Years!

By: George Edmiston

Happy Birthday to Carolinas Investment Consulting! 
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