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Keeping Your Informed with Financial News and Tips

3 End of Year Steps to Take Right Now
December 10, 2018

We’re all a bit rushed toward the end of the year, but it’s important to set aside a moment to review your financial decisions at this time. There are three things you should do before December 31, in order to make the most of 2018 and get 2019 started on…

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Robin Whitlock Featured in This Month’s Edition of “Lake Norman Woman”
December 5, 2018

Our very own Robin Whitlock has been featured in the December issue of Lake Norman Woman magazine.  Congratulations Robin! Click Here to Read the Issue (Visit page 26 to see Robin’s article.)  

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Good News: You Can Save More for Retirement Next Year
December 3, 2018

Throughout the years, your exact plans for retirement might change in small ways or even significantly. But one thing we know for sure is that you really can’t save too much for retirement. Luckily, in 2019, the contribution limits for qualified retirement plans will increase a bit, helping you to…

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Putting Your Year-End Bonus to Work
November 12, 2018

It’s hard to believe, but the end of the year is rapidly approaching! Along with the busy holiday season might come a year-end bonus… How would you spend a windfall of cash? It’s tempting to dream about vacations or a new car, but often we find that impulse purchases bring…

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