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  • What We Do
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Estate Planning: Tips for Every Family

If juggling priorities were an Olympic sport, young parents would win the gold medal. Raising kids, advancing careers, paying off student loans, and s...

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Why Do Socks Always Vanish? And Other Pressing Life Questions

It’s a universal truth: socks have a way of disappearing. The mystery of the vanishing sock is an unsolved puzzle that everyone experiences. But what’...

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Scammers Up Their Game With AI

Scammers are becoming increasingly sophisticated, with more emails, phone calls and text messages crafted to look and sound like the real thing.

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High School Students! Here's How You Can Make College More Affordable.

With the cost of college rising rapidly, it can be overwhelming to think about how to pay your way through school for either yourself or your kids. Fo...

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Creating a Financially Savvy Family

This article focuses on ideas to help create financial savvy children and grandchildren. It's never too late to impart your wisdom. Here are some age-...

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The Art of Selfless Giving

We are a generation past the hardships of the dust bowl and the Great Depression. And we are a generation well into an economy based upon consumption....

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Watch Out for These Tax Myths

MYTH: /miTH/ (noun) – a widely held but false belief or idea

Many myths about the IRS and the tax code have been amplified online in recent years.

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5 Ideas to Help Save Money

Creating a sound financial foundation for you and your family is anything but easy.

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Early Mortgage Payoff: Small Payments Can Save You Big Money

Small payments can save you big money when paying off your mortgage.

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Ideas to Lower Back-to-School Shopping Costs

With inflation hiking the prices of everything over the past 4 years, and schools asking families to fork over larger and larger sums of money every y...

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Avoid the Summertime Tax Blues With These Planning Tips

If you picked up a part-time job for some extra summer spending money, you may have to set aside some of your cash for taxes. Here are some tips to he...

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Get Sanity Back...Ideas to Unplug This Summer

During your summer break or vacation, consider the following ideas to not only recharge, but to do so without sitting in front of a screen, monitor, o...

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Ideas to Help Teach Your Kids About Money

It's never too early to start teaching your kids about money. By proactively explaining how money and banking work in the real world, you can help the...

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Mobile devices, tablets and a laptop.

Digital Skills for Today's Kids

The digital revolution is changing the way we think about necessary skills. Being so interconnected digitally, navigating technology, and understandin...

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Group of friends outdoors celebrating and throwing confetti.

Your Brain on Social Media

More than half the world now uses social media sites such as Facebook, X, and Instagram every day. The average user spends about 2 hours and 23 minute...

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Office Address

12324 Hampton Way
Suite 201
Wake Forest, NC 27587

p:  (919) 556-9500

f:  (919) 556-9540

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