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CEC Interview at AICPA Conference

Tax Planning

Traveling With Medicare: Not As Covered As You Might Think

February 15, 2019

If you’re a senior on Medicare and you get sick while traveling abroad, let us try to help you calculate your out-of-pocket expenses should you get ill. The answer: Probably every dime you’re charged will come out of your pocket.

A Financial Planning Valentine

In addition to the flowers, the chocolate, and the good champagne, remember these lasting financial planning ways to say I Love You every day to your dearest Valentine:

Follow the Golden Rule

Be as honest and accountable to your mate as you would like them to be with you about spending decisions and preferences.

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence.

Better Off Dead?

Dr. Daniel Crosby is the author of The Behavioral Investor. In his book he highlights a story about Fidelity Investments and their attempt to identify their best performing retail accounts.

It’s Never Too Late to Save

Retirement can sneak up on you.

Market and Economic Update - Feb 2019 Edition

Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a chilling December. Since the lows in December, the market is up more than 16% (as of Feb. 6, 2019).

Strategies to Plan your Financial Future

Everybody's financial situation is different, from income to investment decisions and debts. It's never too early to start planning for the future, including getting a picture of the next 5 years, 10 years and on into retirement. Check out these tips to help you understand how a financial advisor can help you today.

Shocked By Your Tax Revaluation? You Can Appeal.

Property revaluation assessment is a very hot topic among homeowners in Mecklenburg County right now. Many of you have probably received notices about the residential, rental or commercial property you own. This has significant impact from a planning standpoint.

David Laube recently earned the CRPS® certification from the College for Financial Planning

For 30 years David Laube has been a dedicated member of the financial services industry providing direction to businesses, professionals and families. Always seeking education and ways to better serve his clients, David recently earned the Chartered Retirement Plans SpecialistSM (CRPS®) certification from the College for Financial Planning.

Are you still running Windows 7?

by Scott Sirois

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