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Explore key differences between the standard deduction and itemization for smart tax planning in our latest financial guide.

Whether or not you prepare your taxes yourself, proper planning can help the process go more smoothly and may reduce the risk of costly errors.

2023 Tax planning considerations for employees, including 401k, HSA, FSA, and IRA contributions, as well as the updated Social Security wage base and new tax brackets.

It's important to find the best financial planner for your unique situation. These 6 questions can help your search go smoother. Raleigh, NC.

More and more investors are opting to align their portfolios with their social beliefs and ideals. Learn more in Raleigh NC

Losing your job or having your hours reduced can be a devastating turn of events, but there are a few things you can do financially to make sure you're giving yourself the best chance of success

The answer to the question this title poses is as unique for you as your fingerprint. The return you should expect from financial planning depends on what you’re looking to accomplish. Here are 10 common reasons you may want to hire a financial planner.

Medical school can be a great investment, as healthcare professionals in Raleigh NC expect to earn a strong salary over their lifetime. The student loan debt taken to achieve this level of income is far less admirable, however. To help protect your net worth, your quality of life, and your sanity, you’ll need to pay off that debt in a smart way. Here are a few ideas to help get you started.

Here are 6 ways to support the small business community in Raleigh, Durham and the surrounding communities.

Regardless of “good” debt or “bad” debt, borrowing money and being on the hook to repay it in the future can cause several challenges for the human mind. There are a number of underlying issues that contribute to this problem, which are both psychological and emotional. Raleigh NC

Reducing the interest rate, removing PMI, and accessing equity are just a few reasons you may want to refinance in Raleigh NC. The collective sum of costs must be outweighed by the collective benefits, however, to ensure a mortgage refinance works to your advantage.

Personal finance isn't about what you make, it's about what you keep. In this financial check-up, we’ll discuss the common financial challenges nurses face in Raleigh and Durham, as well as a few ways in which they can work to overcome these obstacles.

An emergency savings does more than just provide a resource during a time of need. As a physician resident, it also gives you a sense of ease. Build an emergency savings fund that is specific to your situation, not one that is suited for a televised broadcast to the general public.

Should you prioritize investing, or pay off your student loan debt? Raleigh, NC

Don't hire a financial advisor (just) to manage your investments. Instead, ensure your advisor can truly make a difference in your life. Raleigh, NC

While refinancing Federal Student Loans may provide immediate relief, don't overlook the drawbacks. Raleigh, NC

As more attention is placed on our environmental impact, global health, and corporate responsibility, so too has there been more emphasis on where investors place their money. Raleigh, NC.

How do you maximize your personal & financial well-being? These 6 employee benefits will help you get started. Raleigh, NC

Whether you’re new to investing, or seasoned with experience, it’s difficult to keep your emotions in check as you make your way through the daily news.

Choosing the right advisor starts with understanding their title, so we’ve rounded up some of the key differences so you can hire the right type of advisor.