News and Updates

July 30, 2025

Should You Give More to a Child Who Needs More?

“One of my kids needs a lot more financial help than the other just because of her career and life choices. What kind of options do I have and how […]

July 25, 2025

Turning the Page: Building Wealth After Medical School Debt

We just paid off our student loans. What should we focus on now? That was the question from a dual physician couple in their late thirties—both earning in the mid […]

July 23, 2025

The Real Value of a Million Dollars: Divorce and Asset Division

A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account, or pile of cash. But in reality, those assets have […]

July 17, 2025

When Real Estate Returns Shrink: What Investors Need to Know

With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or a vacation home, the numbers just don’t work the same […]

July 16, 2025

How to Give Unequal Gifts (Without Creating Unequal Feelings)

“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in Tennessee. So the housing markets are really different. How can […]

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