Financial Planning
FDIC Insurance Coverage for Trust Accounts
With the recent failure of IndyMac Bank and even large banks like Wachovia reporting astounding losses, some folks are becoming increasingly concerned…
BB&T Wealth Management Ranked #1
North Carolina’s own BB&T Wealth Management was rated as the most prestigious regional bank wealth manager by high net-worth consumers, according to the 2008…
How to Organize Your Financial and Legal Affairs
I recently came across a publication entitled If Something Should Happen – How to Organize Your Financial and Legal Affairs. The booklet…
Make Sure Your “Estate Planner” is Trustworthy
I’m still in catch up mode from being out a week in early August, which is the reason for my paltry postings…
NC’s 529 College Savings Plan Recommended
Money magazine, in a August 2007 article on College Savings Plans, recommended North Carolina’s 529 Plan as a good choice for NC residents. NC’s plan features:…
Postnuptial Agreements On The Rise
My last post was about an article about 529 Plans in the February 24-25 2007 issue of The Wall Street Journal. That…
Big Tax Losses in 2008? Consider a Roth Conversion
Self-employed persons or small business owners such as home builders with big tax losses for the year should consider converting their traditional…