Financial Health Check For Families & Individuals On A 12-Point Scale

Here in Charlotte, we are currently fully immersed in our tax "off season." But, surprisingly, this is where we can genuinely make a difference on beh...

3+ Reasons Why Charlotte Taxpayers Need To File An Amended Return

So, there you have it. You made it happen. We got it through the tax season without a hitch. Every year, I feel a great weight lift off my shoulders w...

For Charlotte's Millennials, Here's How To Manage Their Money.

Let me tell you something... May is starting to resemble December in appearance. Not because it's cold outside, but because there's so much "end of sc...

Clients With Highest Level Of Financial Security's Behavior Profile

March's craziness sure delivered over the weekend, didn't it? There are a lot of upsets and surprises this time of year, which makes it exciting for b...

In Charlotte, there is a lot of focus training.

It certainly does seem like summer now that we're in June. Summer is arrived. The air conditioning kicks in, the days get hotter... and, if you're any...

Late on Tax Return? You might be one of Charlotte's smartest people.

Before the April 17th tax deadline, there are just a few weeks left. What do you think of that? Let's speak if you're a late filer for taxes this year...

Teaching Financial Literacy To Charlotte's Youth

Memorial Day weekend might be a little fragmented at times. There we are, eating burgers, swimming in pools, and having picnics, all while ostensibly ...