News and Updates

“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright. With tax deductions, depreciation rules, and rising costs, how do […]

“I am an executive with a big stock option package, and I want to make the most of it. What’s the smartest and safest way to exercise those options so […]

“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 […]

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 […]

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 […]