Kids in Lake Norman can send letters to Santa using Cain Center for the Arts Santa's Mailbox then have cocoa with Santa December, 3rd and 4th compliments of
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As we close in on the end of the year and another holiday season, we are starting to look at calendar-specific planning items. There are things that need to be
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When it comes to real estate, the main question we get is, “Are we in a housing bubble?” While we don’t have a definitive answer, we do understand the spirit of
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When you do sit down to plan for retirement, what kinds of things should you be thinking about? Here are three elements we think are important.
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There are a few things you should keep in mind when weighing your investment options. Here’s our list of three key points.
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If you are a child helping to care for an aging parent, or you’re in that space, here are a few things to think about.
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A big topic of conversation is infrastructure legislation. So, what does that mean for you?
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There has been no definitive decisions made on a tax increase or decrease so it’s hard to speculate. However, here are three things to remember when
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There is no one-size-fits-all when it comes to asset allocation. However, there are three key things we think you should consider.
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There are a lot of factors that you need to keep in mind when it comes to student loan debt. Here are three macro factors to keep on your radar screen.
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The idea of inflation hasn’t been on our radar for the last dozen years or so but right now, we’re all suffering from sticker shock. So, what are some things to
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When it comes to newborns and financial planning, we’re not just talking the cost of diapers and starting a college fund. While these are important, and
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