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By the Author

Navigating the Work from Home Challenge Together

Wealth Planning

 We understand that working from home has many benefits—but comes with a host of challenges as well.Given the current health environment, your ability to balance family and life is being challenged in ways you’ve likely never experienced. With many employers instituting a work from home policy, you now need to adapt to a new way of working, connecting, and telecommuting.


Business Owner Survey Reveals Deterioration of National Economic Sentiment

My Business
Bus Owner COVID 19 Survey NC.jpg

Financial experts weigh in to help guide business owners if sales, supply chains, spending, hiring, and planning are negatively affected by the COVID-19 pandemic.Survey reveals deterioration of national economic sentiment from 78% to 48% within one week.81% of survey respondents have experienced direct or indirect impacts on their business due to the virus outbreak.83% view the outbreak as either a “serious” or “extremely serious” threat to the global economy.


7 Ways to Make Tax Time Less Taxing

Wealth Planning

A roundup of advice for taxpayers, investors, and philanthropists during tax season. Enhance portfolio diversification by pooling concentrated holdings and cut capital gains when you sell stocks.Reduce state income taxes, which can be considerable in certain states.Make charitable gifts in the most tax-savvy fashion.Tax time. “It’s the most wonderful time of the year,” said no one ever.


5 Tips for Effective Family Conversations about Cybersecurity

Cybercrime is a growing threat. In 2019, the estimated global cost of online attacks rose to a staggering $2.9 million per minute. And they can come in many forms—social engineering, malware, and phishing, to name a few. Cybercriminals are relentless. Everyone is susceptible: high-profile individuals, high-net-worth families, and business owners.