10b5-1 Plans: Timing Your Diversification Strategy
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The...
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
Aug 7, 2025
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now...
A Strong Start: Meet Noah Lewis
Aug 5, 2025
Time flies when you’re growing a great team! We caught up with Noah Lewis, Financial Advising Analyst, as he celebrates...
Fractional Ownership vs. Full Jet Ownership: Which Makes Sense?
Aug 2, 2025
“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright....
Maximizing Your Stock Options: How to Exercise Without a Tax Shock
Aug 1, 2025
“I am an executive with a big stock option package, and I want to make the most of it. What’s...
Should You Give More to a Child Who Needs More?
Jul 31, 2025
“One of my kids needs a lot more financial help than the other just because of her career and life...
Turning the Page: Building Wealth After Medical School Debt
Jul 29, 2025
We just paid off our student loans. What should we focus on now? That was the question from a dual...
How to Give Unequal Gifts (Without Creating Unequal Feelings)
Jul 24, 2025
“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in...
When Real Estate Returns Shrink: What Investors Need to Know
Jul 24, 2025
With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or...
The Real Value of a Million Dollars: Divorce and Asset Division
Jul 24, 2025
A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account,...