Chip Roe is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at The Potter Financial Group in Henderson, NC and the surrounding communities.
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If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...
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Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...
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Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...
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In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
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The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...
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As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
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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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Time is money, as the old saying goes. If this is true, you may never be so wealthy (in time at least) as you are during retirement. Gone are...
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