Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks.  But how accurate and applicable are they actually? Recently I read about the 5-2-1-0 rule of thumb for kids — 5 servings of fruits and vegetables a day, no more than 2 hours of screen time daily, at […]

AI (Artificial Intelligence) has been increasingly in the news, on social media, and whether you like it or not, a part of your everyday life. Much of AI is a great thing, with AI programs capable of identifying potential cancer cells long before human radiologists can see it. Other uses of AI are the scary […]

Transferring your investment account(s) to a new firm can be intimidating and sometimes a reason to not make any change and leave things as they are. The two most popular reasons for transfer are 1) switching to a new advisor or firm and 2) changing jobs/retiring. While both types of moves do require some work

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline to force action. Source: https://www.visualcapitalist.com/rise-of-americas-debt-ceiling/ What is

Happy belated Mother’s Day to all the moms and mother figures out there! Our weekend was filled with gardening, making homemade pizzas, and I was surprised with breakfast in bed which happened to be a pancake in the shape of my head.  Nothing says “I love you Mom” like having your children coach you on

Today is Give Local Piedmont! Now in its 10th year, the Give Local Piedmont fundraising drive presented by the Northern Piedmont Community Foundation partnered with the PATH Foundation is a day of inspiring community members to give to support the many non-profit organizations based in the Piedmont area. Serving our

As with many things in business and in life, deals/projects/agreements/settlements don’t get done in advance of a deadline. Once a deadline is looming, things generally get done at the 11th hour. I have a golfing friend who is perennially late to every tee time, so my other friends and I always tell him our time

Hoping that all our clients and readers are enjoying this glorious weather and you aren’t stuck inside finishing your taxes!  Just a friendly reminder that Tuesday April 18th is the filing date and you have up until the deadline to contribute to IRAs, Roths, HSAs, and SEPs (unless you file an extension) to count

Growing up, Easter meant driving up to my grandparents’ house in New Hampshire where the adults would place colorful plastic eggs all over property for the kids’ Easter egg hunt. As my elder cousins assumed the egg hiding responsibilities, they found craftier hiding places and we would still be finding eggs deep