As Marketing Director, Alyce works to develop, budget, and implement marketing plans, which include advertising, coordination of conferences, special events, and development and maintenance of marketing materials. She also oversee
Planning for retirement is now largely a do-it-yourself project, especially for the many people who are self-employed, work as independent contractors in the “gig economy,” or are employee ...
Over the past several decades, as old-fashioned defined-benefit pensions have been fading away, employees have had to learn a new skill: managing their company-sponsored retirement plans. If you are c ...
In a recent article - you may find it by clicking here - I discussed some of the complexities of health insurance, but space did not permit addressing the special concerns of retirees. While Medi ...
A world-wide pandemic and widespread unemployment have a way of concentrating our minds on the subject of health insurance. So between current circumstances and the approach of the annual insurance ma ...
Planning for retirement has to start with Social Security. With rare exceptions — including railroad workers and certain local and state government employees — this federal system is the b ...
Today in this world we are currently living in, we as parents worry about the Fall and if our kids are going back to school and what kind of education they will be receiving. Since that is still up in ...
Amid the current unprecedented crises in public health and the economy, charitable organizations are under strain, asked to meet a multitude of vital needs. Many charities themselves are hurting. So n ...
Unemployment is on everyone’s mind, with millions suddenly out of a job in the fallout of the global coronavirus pandemic. If you are among those who are having to cope with an abrupt loss of in ...
We have heard it so often, it’s become a cliché. Whether it’s a hurricane on the horizon, a global pandemic, or a meltdown in the markets, the experts always assure us: “This ...
Among the many demands of managing a trust, some new and daunting problems are posing fresh challenges to trustees. It’s always been true that trustees have to put their beneficiaries’ nee ...
What does “Peace of Mind really mean”? During this uncertain time, especially with Coronavirus, this is a question many have been pondering. In the last couple of weeks, two friends of m ...
Careful estate planning is inextricably linked to family relationships, and marriage comes first among those. That’s why it’s essential to be thinking about your estate plan if you’r ...
It’s a new year with a new start, but with that comes the shadow looming of “Taxes of Past”. Why is it that we’re so optimistic about the new beginnings a year brings to only h ...
Most of us have had the experience of trying to fix a problem, and discovering that the solution creates its own new set of problems. That’s not a bad summary of what has happened with the feder ...
Sometimes, despite best intentions and best efforts, an estate plan leaves unintended problems for heirs, trustees and others to solve. For example, a trust may have become outdated because of changes ...
A too-common mistake that financial advisers make is to focus solely on those assets that generate monthly statements: the bank accounts and stocks and mutual funds. But those liquid assets typically ...
Health care has been on everyone’s mind for the last few years since Obama Care was passed in Washington, D.C. A large portion of our clients are in the age range that they have made, or soon wi ...
Nobody said planning for retirement is easy; that’s especially true for people who run their own businesses. Finding the best way to keep a business operating, while transferring control and/or ...
One essential duty for parents is to make plans for their children should the parents die prematurely. The first obligation, of course, is to decide who should be given the power and duty to care for ...
Autumn typically sneaks up on us here on the Carolina coast, with beach weather and summer-like temperatures lingering almost until Halloween. Nevertheless, the year is drawing to a close, and that me ...
The correct use of trusts can be an indispensable estate planning tool and Trusts are created for many different reasons depending on a family’s unique dynamics as well as their financial g ...
Planning for retirement typically includes provisions for how loved ones can look out for the interests of their aging relatives. But for more than one-fifth of the Baby Boom generation who are now re ...
People who are aging – and their family members – often face a dilemma when it comes to choosing the best housing arrangement. Staying in their homes can become overwhelming and can lead t ...
A few years ago, we wrote an article about the Generational Divide, and we wanted to share again now that Generation Alpha has been forecasted to be the most educated and wealthiest generation we will ...
It’s hard to follow the news without seeing almost daily discussion of Social Security and Medicare, and how viable these bedrocks of retirement planning will be in the future. The challenges ar ...
Should strictly financial considerations be the sole criteria for investing? Or does it make sense to consider the non-economic impacts that investment decisions have on the world? For many investo ...
Financial planning for the families of people with disabilities often involves making special arrangements for the future. One of those options is a special needs trust, which I discussed in an articl ...
With March Madness behind us, and with the ups and downs, wins and losses, it reminded me that the “Madness” of life and the Market are intertwined. When life is good and our finances a ...
Caring for a child with special needs puts huge burdens on families, both emotionally and financially. Some are obvious: paying for specialized services, which may include education; medical ...
In the last year there, has been one dominant theme in the news – women. People are listening and noticing what women have to offer the working world, the family care they provide, and to lif ...
In our business, we’re accustomed to suggesting trust solutions for clients with built-in requirements about how assets must be distributed and when, often stating a distribution deadline. &nbs ...
In the satirical 1963 musical film, “Bye Bye Birdie,” comic actor Paul Lynde lamented everything he thought was wrong with the young people of his era. “Why can’t they be like ...
New Year’s resolutions? We all have good intentions on making resolutions and trying to stick to them but, somehow, after a few days, weeks or months, we give up on our good intentions. ...
When the financial markets start to turn volatile – as we have seen so dramatically in the last few months of 2018 – investors become anxious, looking for good, timely advice about what to ...
Tech Wilmington: Upcoming Events Calendar
Staff Reports
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Oct 9, 2024
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NCDOT Outlines Options For Cape Fear Memorial Bridge Replacement
Emma Dill
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Oct 9, 2024
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Rezoning Clears Way For Castle Hayne Mixed-use Project
Emma Dill
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Oct 8, 2024
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McKinley Building Announces New President
Staff Reports
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Oct 9, 2024
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Moskowitz Joins LifeTime Asset & Tax Management To Open New Wilmington Office
Staff Reports
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Oct 8, 2024
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Former Wilmington DEI executives say the momentum of diversity, equity and inclusion efforts that flared up in 2020 has fizzled out....
The campaign, a joint effort by the Alliance for Cape Fear Trees (ACFT) and the N.C. Cooperative Extension-New Hanover County, is essential...
Flooding is the most common and costly natural disaster in the United States, according to the Federal Emergency Management Agency (FEMA)....
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.
