Want to know an easy way to tell the uber-rich from the well off? Take a peek at the plastic they’re dropping. Those in the highest echelons of the one-percenters often pay with credit cards so exclusive, you might not have even heard of them. You can’t even apply for many of these ultra-glamorous cards […]
Want to know an easy way to tell the uber-rich from the well off? Take a peek at the plastic they’re dropping. Those in the highest echelons of the one-percenters often pay with credit cards so exclusive, you might not have even heard of them. You can’t even apply for many of these ultra-glamorous cards […]
With school ending and the official start to summer around the corner, now is the time of year when we all long for that much-needed vacation. After all, everyone deserves the opportunity to rest, relax, and unwind after what’s felt like an incredibly busy and fast-paced start to the year. Most of us let our […]
The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]
The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]
Ever get the feeling that there are not enough hours in the day? Or that your to-do list is expanding by the minute? As a full-time financial advisor and mother to young twin boys, I often wonder how everything will get done. While all moms juggle numerous responsibilities and wear a variety of different hats, […]
Some eco-friendly habits require a big investment, like installing solar-panels on your roof or trading in your car for an electric vehicle. But, there are plenty of simple habits that we can easily implement to start living greener today. Here are nine easy ways to adopt a more eco-friendly lifestyle right now. 1. Try a […]
As financial advisors with nearly four combined decades of wealth management experience, we’ve seen firsthand the challenges that money management and personal finance pose for consumers. Whether it’s saving for retirement, funding the cost of education, paying down burdensome student loans, or establishing an emergency fund, money is the second most common cause of stress […]
International Women’s Day is March 8. It’s a day that resonates with me personally as a terrific opportunity to reflect on my own career journey, as well as honor those women who have blazed a trail for current and future generations of female leaders. When I was beginning my career in North Carolina, there were […]
Whether you’re content with your current financial situation — and want it to stay that way — or aiming to increase your wealth, learn the secrets that keep wealthy people on top, both financially and professionally. 1. Be Prepared It may be hard to grasp the fact that you’re putting money aside for 20, 30, […]
