7 Financial Steps For Parents To Be
When expecting a child, being prepared financially can go along way to reducing stress and allowing you to enjoy the new life that you are bringing into the world.
You've Been Told Owning a Home Is Better (Financially) Than Renting. But Is That True For Everybody?
Is it better to buy or rent? This decision can vary for everyone, consider these advantages and disadvantages for each.
Women, Wealth & COVID-19: How the Pandemic Has Fueled a "She-Cession"
The onset of COVID-19 has spurred a recession in America, which some are referring to as a "she-cession." Here's why some women may have been hit harder financially during 2020's economic downturn.
COVID-19 & Tax Season: The IRS & North Carolina Have Both Extended The 2021 Tax Filing Deadline
The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.
A Silver Lining This Holiday Season? 5 Holiday Expenses You Can Kiss Goodbye Due to COVID-19
In 2019 the average person planned on spending about $1,047.83 during the holiday season. A silver lining this year? You might spend much less due to COVID-19.
Presidential Elections & The Stock Market: Is There a Correlation?
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
4 Ways Gig Economy Workers Can Financially Prepare for an Economic Slowdown
If you can't depend on a steady paycheck or unemployment, having a substantial cushion of cash is essential to preparing for an economic slowdown.
You've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress
COVID-19 has hit many families hard. Here's what you can do to help ease the financial stress you may be feeling as a result.
How Do You Feel About Money? Introducing Decipher™
With Decipher, you’ll discover your thinking style—how you process information—and uncover your top financial priorities. More important, it will help us identify a launching point for richer, more focused conversations about how to help you live the life you want.
Utilizing AdviceWorks™
AdviceWorks™ gives you a comprehensive view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering seamless collaboration between us—whether you’re at home, at work, or on the go. This innovative digital platform delivers a powerful combination of clarity, collaboration, and security, allowing you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time— all from a single log in.
