Will Social Security run out? Let’s go ahead and address that elephant in the room. Will Social Security run out? There are tons of articles on this subject and with good reason. There are issues with the system itself and limits to the funds where our Social Security checks come from. Many of the articles…
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February 20th, 2021
Why I Love Being a Financial Advisor in Goldsboro
It can be hard finding a financial advisor in Goldsboro and the surrounding towns in Wayne County, but I love our community. Advisors make most of their income from managing a client’s investments, so if there aren’t assets to manage, it can be difficult to make a profit. It becomes a numbers game, which leads…
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January 20th, 2021
What to Expect From Your Financial Planner
I can preach all day about the advantages of financial planning and the need for all people to use these services. However, sometimes it helps to hear from others, so my readers will not think I’m crazy or the typical salesman just pushing their services on consumers. In a perfect world, my job wouldn’t even…
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December 17th, 2020
What Jesus Teaches Us About Money
What does Jesus teach us about money? Many people have attempted to tackle this subject, perhaps since the beginning of Christianity. We celebrate the Christmas season as the time when Jesus made His physical debut in our world, so I thought this would be an opportune time for me to make my first attempt to…
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November 24th, 2020
How much should I have in an Emergency Fund during COVID-19?
How much should I have in an emergency fund during COVID-19? The normal rule of thumb for how much to have in an emergency fund is enough to cover three to six months of expenses. Let’s be honest, the COVID-19 Pandemic dislocated that rule of thumb. If you had six months of expenses and lost…
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October 27th, 2020
Do I Need a Financial Advisor?
Yes, I believe everyone needs a financial advisor. If you are asking “Do I need a financial advisor?”… “Do I need a financial advisor” is one of those questions we ask, but never trust the answer. People say we don’t need a financial advisor because we just need to spend less. That’s all we do…
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July 19th, 2020
The Coffee Can
Folgers coffee ran a campaign that really hit home for me and there was very little coffee involved in the commercial. The family wrote something on a piece of tape, which they stuck to the coffee can. The word on the tape was a product they desired, such as a new baseball glove, and the…
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May 20th, 2020
Don’t Get Left Behind!
My family moved to Pikeville in 1980. My sisters were born in Florida. Dad was told that in order to meet people in Pikeville they needed to bank at a certain bank, attend a certain church, and even vote for a certain political party. I wasn’t born until 1982, so I can’t verify the story….
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March 19th, 2020
Investing Like a Tortoise
Animals play a role when we talk about the stock market. If you’re a bull, or “bullish,” then you believe the markets will rise. A bear, or “bearish” investor, believes the market is going down. With the current market reactions to the Coronavirus Pandemic, I’m reminded of a story involving two other animals. Have you…
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January 11th, 2020
A Matter of Time
When I study wealthy entrepreneurs of our past and present they all have one thing in common: They are experts in time management. They understand it to be their most valuable asset as we have a limited supply of time in our lives. Time management is learned well before their wealth is obtained. Hiring employees…
