Virtue # 5 – April Showers, Bring May Flowers!

My family and I relocated to North Carolina from Texas almost a year and a half ago, so for the past two years, my friends and I have attended Women’s Empowerment which is held in April annually at PNC Arena in Raleigh. This event brings women from all walks of life to hear their favorite […]

Are You Withholding Too Much?

Tax time is nearing its end and of course many Americans will get a refund, but some will not. But is that what you should do? This year, taxpayers have until April 17th to file their 2017 taxes.

Virtue #4 – I made a Mistake!

A few years ago, when I purchased my certified-used car, I was not very pleased that I was having to get “another car payment” because I had been car payment free for a few years and should have been saving for the rainy day when I would need to get another car. I thought my car would last forever, but after being rear-ended and my car totaled, I was back at square one.

Webinar – Are you Saving Enough?

Virtue #3 – What is Stock?

Prospective client meetings have brought up the question many times “What is stock?”, so let’s address that question now. Stock is equity or ownership in a company.

Virtue #2 – Saving Coins at Annual Enrollment

The season is here when we are surrounded by festivals, pumpkins, leaves changing colors on the trees, and more candy than I wish to talk about. I usually don’t allow my kids to eat their candy that they collect, because I want to save the pieces I like for myself. Today, I will share some “financial” […]