Books for the holidays
This year, as a holiday gift in honor of all of our clients, we partnered with the YWCA Primary Enrichment Program (PEP) to provide a group of 80 local children a trip to Malaprop’s Bookstore to hear a reading and pick out a book to take home, read and …
read moreAdvice column: Tips for Asheville’s nervous investors
I’m a nervous flyer. If there’s the least little bit of turbulence, the plane is about to crash — in my mind, at least. My heart races; I’m short of breath and white-knuckling the armrests for dear life.
read moreFinancial advice: Planning your year-end giving
It probably comes as no surprise to you that humans sometimes make irrational decisions — especially when it comes to managing our money.
read moreColumnist: How grandparents can help grandchildren with college
Growing up, my favorite set of TV grandparents was Russell and Anna Huxtable from “The Cosby Show.” Cliff’s parents — remember them?
read moreFinancial colunn: Behaviors that sabotage your savings
It probably comes as no surprise to you that humans sometimes make irrational decisions — especially when it comes to managing our money.
read moreColumn: How and why to make IRA catch-up contributions
Perhaps your family is going through its own “Brexit” this summer: A child is going off to college or they got their first job, with a real salary. Or maybe they’re getting married and starting a family of their own. Whatever the case, you’re about to enter a new financial reality.
read moreHeading into your 60s? Here’s a retirement checklist
My mom just turned 69; she made many decisions in the last decade that significantly impacted her retirement. When you’re in your 60s, key decision points for your retirement planning can rapidly sneak up on you.
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