A Health Savings Account (“HSA”) is a personal savings account that can grow tax-free funds for medical expenses. They were introduced in...

Matt and I had an alternative date night last night, November 29th. We had the pleasure of attending Axios Charlotte's Power Players event at the stunning Mint Musuem. We also got to hear from thought-provoking entrepreneurs...

When the news broke yesterday that Charlie Munger passed away, three of my clients and friends texted or emailed me to say “rest in peace Charlie.” I don’t recall if I had ever told them that I was a fan of...

In less than two months’ time, we will start to file 2023 tax returns. Now is as good a time as ever to share information on some of the tax credits available to taxpayers. Hopefully some of the notes I took from my...

Four Interesting Ways to Borrow Against Your Assets A few years ago, there was a big story making headlines about how Elon Musk paid zero federal income taxes as one of the wealthiest men in the world at that time. Since...

The introduction of the SECURE 2.0 Act marks a significant step forward in retirement planning for individuals and financial incentives for businesses. This legislation builds upon the foundations laid by the original SECURE Act.

In my May 2023 letter, I probably went more into detail on debt and inflation than many of you care to read. Well, when the momentum starts with this rock rolling downhill, no force has yet slowed down my thinking on the subject...

In my collegiate and professional life, I have witnessed first-hand the importance of financial literacy for young professionals starting out, and how financial illiteracy can be devastating to a person’s short- to medium-term balance sheet

Bond ladders 101 In the ever-changing world of finance, it's important to have a solid foundation in place. Using a bond ladder is a tried-and-true strategy that can provide you with a steady stream of income and predictable cash flow...

Next up on Lessons I’ve Learned as the Spouse of a Financial Planner is discussing the necessity of estate planning. More explicitly, I’ll be delving into why discussing your death is a must. It’s natural, most...