Financial Planning in Pikeville, North Carolina Pikeville, North Carolina is a small town with about 700 residents. Pikeville is in Wayne County, which has approximately 120,000 residents. Being a financial planner in Pikeville brings an interesting challenge because it’s not so much about having more money as it is about maximizing the money we have. …
-
January 21st, 2022
Tithing is an Investment
-
November 24th, 2021
The Three Questions We All Ask Ourselves
Financial advisors can talk about money all day, but we really want to know about you; the client. It’s hard to help you reach your clearly defined, reasonable goals if we don’t take the time to get to know you. While financial planning is a fairly new industry, the concept is as old as mankind….
-
September 23rd, 2021
Why Does Your Credit Score Matter?
Why does your credit score matter? Simply, it can help create opportunities. We can sit around complaining about how our jobs should pay us more for our entire lives. The odds are nothing will change, so we must take steps to help ourselves. Also, many of us work at small businesses where our employer cannot…
-
August 25th, 2021
Embrace the Seasons
This month’s blog is going to be a little different. Originally, I submitted this to one of those motivational websites. After three weeks I still haven’t heard anything from them, so I guess it wasn’t accepted. Sure, it was a little disappointing not getting part of my story in front of a huge audience, but…
-
July 19th, 2021
Your Money & Modern Monetary Theory
What is Modern Monetary Theory? Honestly, I didn’t know! I kept hearing it in the news as it has become a buzzword, similar to transitory inflation. Who says the word transitory in daily life? Apparently, it means temporary. Maybe the population wouldn’t freak out if the media just said the experts believe this spike in…
-
June 23rd, 2021
Planning (And Paying) For Home Care
Home Care or Home Health Care? One of my clients works in home health and she wanted me to share my opinion on saving for the future costs of home care and home health care. Before we get into the numbers did you know there is a difference between home care and home health care? …
-
May 28th, 2021
Is Financial Advising a Scam?
Is Financial Advising a Scam? Don’t Fall for It! Financial Advisors know the look we receive when we tell someone what we do for a living. It usually involves an eye roll as if they’re just waiting for your sales pitch. The question is if they really hate salespeople that much or do they believe…
-
April 29th, 2021
Three Reasons Why You Need a Financial Planner
While there are many reasons why I personally believe we all need a financial planner, there are three main reasons. The three reasons why you need a financial planner are convenience, consistency, and the opportunity for growth. Technology has found ways to replace many jobs and this trend will probably continue. However, I believe these…
