8008 Corporate Center Dr  - Suite 115 
Charlotte, North Carolina , 28226

Private Wealth Management For Select Individuals


Own your own business and looking for a tax break?

At Inc., John Hewitt notes 2 tax credits that too many SBOs miss: http://tinyurl.com/y8zr4byq

Term or Whole Life: The Answer depends on you, not your Agent!

Should you buy term or permanent life insurance? A post @ USA TODAY gives you a quick guide: http://tinyurl.com/ybkakuaq

So I never married or I'm never going to marry again. How do I plan for retirement?

Retirement planning for singles? Different than retirement planning for couples.

Wise Bread lists 7 contrasts: http://tinyurl.com/y9ahtv3s


My parents asked me to be Executor/Executrix of their estate, what did I sign up for?

CNBC has a good article on what being an executor involves:


How do I retire at 50?

CNBC presents some saving strategies to consider if you plan to retire early: http://tinyurl.com/y8dewlta

I don't have "a lot" of money, why should I talk to a Financial Advisor?

WiseBread covers 7 situations where hiring a financial advisor is optimal:

http://tinyurl.com/n7pe8ve (read this article)

  1. Ruinous Debt
  2. Career Change
  3. Sudden Wealth
  4. Death in the Family
  5. Passing on a Family Business

10 Fastest Growing Costs to Seniors

What costs have risen the most for seniors since 2000? The Motley Fool shares some data @ http://tinyurl.com/y8aoef2m

We don't have any kids, Why should we have an Estate Plan?

No heirs, no kids? You should still have an estate plan. CNBC explains why @ http://tinyurl.com/y8jlpouw

Scared the Stock Market is Too High or Too Risky?.....

Fear should not impede your financial strategy. This USA TODAY article shares a cautionary tale: http://tinyurl.com/ybe3jex2

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