Year: 2013

Watching the Griswold’s in “Christmas Vacation” last week reminded me it’s that time of year again to take a closer look at some often overlooked year-end planning strategies for families and businesses. There were a number of tax law changes in 2013 that have added increased complexity to an already…

The Elves have been busy in Wilmington preparing for an “Old Fashioned Mix & Mingle” for our family of Clients. On Friday, December 13, 2013, at our Wilmington NC office, we will host a Christmas Drop In from 4:30 to 7:30. Stop by and enjoy some of your old favorite…

November is here again. My six year old son has now started asking the same recurring question: “Mom, when am I getting my ‘Benjamin’?” His birthday is in November, and the ‘Benjamin’ is you guessed it, a $100 bill. Yes, my son is looking for his cold hard cash. He…

With the Holiday’s soon approaching, we look forward to a special evening with our Clients as we celebrate Christmas and the end of another year. Be sure to Save the Date; December 20, 2013 in Hickory. In response to so many positive comments from last year’s event, we have planned…

According to Webster’s dictionary, Insurance is defined as coverage by a contract, whereby one party under-takes to indemnify or guarantee another against loss by a specified contingency or peril. To me, it is important that Americans understand the outright definition of what it is that they are dealing with now…

“It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it.” — Albert Einstein Charitable giving is one component of Wealth Management and for most Americans, an essential part of their lives. Donors are always looking for ways to…