Bray Creech Obtains CFP® Certifications
Bray Creech has obtained his CERTIFIED FINANCIAL PLANNER™ certification. Bray has worked at Joel Adams – Raymond James Financial Services since 2014. He and Joel Adams, Registered Investment Advisor Representative, deliver a team approach to all …
read moreHow to maximize your Social Security survivor benefit
I recently heard a statistic that stopped me in my tracks: 80 percent of American men die married whereas 80 percent of American women die single.
read moreFinancial planning: Your year-end to-do list, for balance and giving
I love making lists. I’ll make a list for anything: what to do at work, what to do on the weekend, what to worry about, what not to worry about. Compulsive list-makers know that lists keep us focused and that it’s incredibly satisfying to cross things off as we complete them. There are worse habits, right?
read moreApproaching retirement? Heed these tips for financial management
Recently I was talking with some friends, a lovely couple in their 60s who are contemplating retirement in the near future. Like many baby boomers, their retirement will not be supported by a pension.
read moreSocially responsible investing: Can it work in Asheville?
It’s fun to read some of the bumper stickers here in Asheville: “Clean and Green.” “Save the Earth, There’s no Planet B.” One of my personal favorites: “May the FOREST be with you.”
read moreInvestment advice: ‘Emotional cycle’ will cost you money
There’s an adage that your investments are like bars of soap: The more you handle them, the smaller they get.
read moreMay 29 means it’s time to plan kids’ college savings
I will go out on a limb and assume that May 29 — 529 College Savings Day — is not marked on your calendar. But if you’re a parent, grandparent, aunt or uncle, maybe it should be.
read moreFinancial advice: Save for retirement or reduce debt?
When presented with many choices, especially if I like all the choices, I have a hard time committing to just one. At The Hop Ice Cream Café or Wedge Brewing Co., for example, I’m easily overwhelmed: “YES! I want all the ice cream, and I want all the beer!”
read moreClassical Meets Hip-Hop: Proud to Support “Mozartistic”
Supporting youth and the arts are longtime priorities for our office, so when the Asheville Symphony approached us about supporting its latest recording project, a CD titled “Mozartistic,” it was a perfect match. “Mozartistic” features Grammy-winning k …
read moreGuest financial column: Adding optimism to your plan
While it is well-documented that an optimistic attitude can improve your overall physical well-being, a positive approach may also improve your chances of achieving your financial goals.
read moreGuest column: Diversify your retirement tax burden
There is a lot of buzz about upcoming changes to the tax code. Lowering federal income tax rates is a known priority for congress and the incoming president. Whatever happens, it’s a reminder that federal and state tax rates are largely out of our control.
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