James Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oakhouse Advisors in Cary, NC and the surrounding communities.
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It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
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I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
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It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
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Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...
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