Articles

Employee Stock Purchase Plans: What to Know and How They Fit Into Your Financial Plan

Employee Stock Purchase Plans (ESPP) are a common workplace benefit that allows employees to purchase company stock. When utilized...

How To Talk To Your Kids About Inheritance

For many parents, inheritance is an important topic they fully intend to address—just not today. Concerns about discomfort, family...

How to Choose Between Buying and Leasing a Car

For anyone in the market for a vehicle, one of the most important financial decisions to make is deciding between buying and leasing a car....

What is Tax Loss Harvesting Anyway?

Tax loss harvesting is a strategy often mentioned in investment and financial planning conversations, but many investors aren’t entirely...

The Hidden Tax Mistake Triangle Tech Employees Make with RSUs

For many Triangle Area tech professionals, restricted stock units (RSUs) make up a growing share of total compensation and often a growing...

Should You File Your Taxes Early or Wait?: A Clear Guide to Timing Your Federal Return

  As tax season approaches, you may be wondering: should I file my return as soon as possible, or does waiting until closer to the...

Understanding Bad Money Habits to Build a Better Financial Future

  How do you feel about money? Do your finances lead to stress, or do you feel indifferent towards the subject? Do you avoid...

Investment Accounts and Their Tax Treatment

  When building out a long-term financial plan, a key consideration is tax efficiency. Before deciding on what investment account...