July 7, 2025
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Tax Planning
The Property Tax Relief North Carolina Retirees Rarely Claim
August 10, 2026
Property tax climbs with home values, not with retirement income. North Carolina runs three relief programs for homeowners 65 and older, for permanently disabled homeowners, and for disabled veterans. One removes value from the bill. One defers the tax with interest. One ignores income entirely. All three run through the same form, and it is due June 1.
Retirement Planning
Client Spotlight: Ken Neves
August 1, 2026
Retirement gave Ken Neves the freedom to cultivate more than a remarkable garden, it gave him space to nurture the life he values most. An Air Force veteran, devoted husband, grandfather, and lifelong builder, Ken approaches every project with patience, discipline, and purpose. It's the same steady mindset that shaped the trusted financial relationship helping him enjoy retirement with confidence.
Wealth Management
10 Market Themes Shaping the Third Quarter
July 28, 2026
An oil shock and Middle East conflict pushed markets lower to start the quarter, but easing tensions, a historic AI-driven rally in semiconductor stocks, and a resilient economy carried the S&P 500 to one of its strongest quarters in years. This update breaks down what drove the rebound and what a shifting Federal Reserve outlook could mean for your portfolio.
Retirement Planning
Why Long-Term Care Belongs in Every Retirement Plan
July 20, 2026
Most retirement plans account for markets, taxes, and Social Security, but long-term care is often left out. Here is what it actually costs, why Medicare does not cover it, and how families can build a plan before the need ever arrives.
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