Support your Favorite Charity with a Qualified Charitable Distribution (QCD)

We know that it is important to many of you to support the invaluable work of non-profit organizations. There are numerous ways to maximize your gift as well as your personal tax benefit – if you have an IRA, one way is a Qualified Charitable Distribution or QCD. … Read the rest

A Conversation About Alzheimer’s and Money

Any health diagnosis is scary, however an Alzheimer’s diagnosis for a loved one strikes fear and anxiety, and throws one into uncharted waters.  The person may have minor symptoms at the beginning, however medical professionals begin to paint the picture for the future of the “long goodbye”.

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The Best Place To Start When Financially Planning Your Future

Someone recently asked me, “Where do I start with financial planning?”

There are many facets to financial planning and it can be overwhelming at times, but we all have to start somewhere.

First, develop a plan to get out of debt.

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How Do You Handle Transitions?

One of my favorite aspects of growing up in Asheville was that we experienced four distinct seasons.  When I grew up and lived in other parts of the country, I appreciated this distinction, and now understand that it matches my curiosity and excitement about what may happen next as change unfolds.… Read the rest

How College Students Can Build Money Skills

Generic advice for college students to make wise financial decisions and stay out of debt can be challenging since there is no “one size fits all” solution.  Each college student comes from a different financial situation, whether they are putting themselves through school while working, or whether they are receiving financial assistance or support from family. … Read the rest

5 Eco-Friendly Smartphone Apps That Are Worth Your Time

Many of us try to make more sustainable choices on a daily basis, but sorting out how to go about making the best choices can be complex. There are so many eco-friendly smartphone apps to choose from that consumers risk being even more overwhelmed as they wade into the world of apps aimed at making environmentally friendly choices more accessible.… Read the rest

Do You Need a Robo-Advisor or a Human Financial Advisor?

Society moves at a breakneck pace these days. Smartphones have given people access to virtually any information they want regardless of their location or time of day. With financial planning needs changing in seconds and people wanting information instantly, robo-advisors are being implemented more and more.… Read the rest

Questions You Need To Ask Your Potential Financial Advisor

Finding a financial advisor can be fraught with uncertainty. You want to seem knowledgeable about your financial picture, but the whole point of finding an advisor is to take advantage of expertise you don’t have. The trick to finding a good advisor—one who will help guide you through choosing the best investment plans for you—is to ask the right questions up front.… Read the rest

How Does Our Spending (and Investing) Reflect Our Values?

How we spend our money tells a lot about a person, to the point where corporations the world over employ fleets of people to study our spending habits. Complicated algorithms exist to predict the direction of the collective social focus through our purchase power, because that’s what it is: power.… Read the rest

Knowing When (and How) to Change Financial Advisors

You set out on your financial journey with a specific vision in mind, and you thought you had a financial advisor who would be with you the whole way. Whether the market was bull or bear, there was one person (or team) you knew had your back.… Read the rest