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Tuesday, May 12, 2026

The news that Goodyear's Fayetteville plant will close by the end of 2027 affects 1,700 workers and their families. If you're among those impacted, one of your most pressing questions is what happens to your 401(k). You'll need to move...

Monday, May 11, 2026

Planning for a child or family member with special needs brings unique financial challenges for military families. Between deployments, PCS moves, and the transition to civilian life, keeping benefits intact while building financial...

Wednesday, May 6, 2026

Finding Easter magic in melted candy, a stuffed bunny named Fluffy, and a little girl who believed she could take flight. I found myself knee-deep in plastic grass and chocolate eggs once again this year. I was assembling Easter...

Thursday, April 9, 2026

The skills you learned in the military, discipline, leadership, and problem-solving, translate naturally to business ownership. That's why veterans have historically started businesses at higher rates than their civilian peers, but...

Tuesday, March 10, 2026

I often find myself saying, “This is my favorite!” or “This is the best ever!” When it comes to the Bible, I read a story and think, This is my favorite story in the Bible… at least until I read the story of Esther, or about John...

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Monday, March 9, 2026

You spent years building up your Thrift Savings Plan during your military service. Now that you're transitioning to civilian life, you're faced with an important question: What do you do with that money?For service members separating...

Tuesday, February 10, 2026

What if you had the money talk? We dive into the 7 money conversations that couples should have before making big financial decisions together.

Tuesday, January 20, 2026

Have you ever felt like an absolute imposter? Like you’re talking a big game, but the second the curtain pulls back, everyone will see you’re just winging it? Maybe you stepped up from assistant manager to Executive Director...

Monday, January 12, 2026

If you've been dreaming about retiring somewhere with mild winters, world-class golf, and a real sense of community, Southern Pines might be calling your name. This town in North Carolina's Sandhills region has become one of the...

Wednesday, December 17, 2025

LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased to bring you a few of the key...

Friday, November 21, 2025

As we are planning our Thanksgiving dinner this year, I can’t help but think about who will be sitting around the table. My sister, Sarah, hosts Thanksgiving at her house, and I host Christmas at mine. While figuring out seating for a...

Tuesday, November 18, 2025

Charitable giving is deeply personal, and the right approach depends on your financial situation, tax circumstances, and philanthropic goals. Whether you're in Fayetteville, Southern Pines, or anywhere in North Carolina, understanding...

Wednesday, October 29, 2025

While you're supporting small businesses as a customer, are you taking care of your own business's financial health? Whether you're a seasoned business owner or just starting out, year-end is the perfect time to review your business...

Monday, October 13, 2025

Many of you are new clients to Michael and me. With the Fidelis acquisition in Southern Pines, you do not know us yet, and you are trusting us with your life savings, retirement, and financial future. We do not take that lightly. Trust is a

Wednesday, September 3, 2025

As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this...

Tuesday, August 12, 2025

Good Life Financial Advisors of NC, a leading wealth management firm with over 40 years of experience, announces the acquisition of a local financial advisory practice, Fidelis Financial, and the opening of a new office location in...

Friday, August 8, 2025

There. I said it. Asking for help doesn’t come naturally to me. I’ve always been what you might call fiercely independent. Like, lift-the-washer-by-myself-in-flip-flops kind of independent. I was DIY-ing before YouTube existed and way...

Thursday, August 7, 2025

The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28: Slowing U.S. economy...

Friday, June 13, 2025

When my father was a teenager, he had an accident with a piece of farm machinery. Let’s just say that after that tragic event, the highest number he could count to on his right hand, including his thumb, was… well, one. And yes...

Thursday, June 12, 2025

Summer often brings families together—longer visits, vacations, and family gatherings that create opportunities for meaningful conversations. For high-net-worth families, it’s also the perfect season to begin (or continue) an essential, oft

Monday, June 9, 2025

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for...

Thursday, June 5, 2025

We don’t have to let fear call the shots. In fact, maybe we can redefine it. FEAR: Face Everything And Rise...

Wednesday, May 14, 2025

I attended a wedding this past weekend where my youngest son Nolan was the best man. The groom’s mother, Joann and I are also very close friends—we met when their family moved to a farm near ours in Upstate New York and bonded quickly....

Monday, April 14, 2025

This time of year is often filled with reflection on renewal, on hope, and on the moments that challenge our belief in both. Think of a time in history when expectations were high, momentum was building, and people were inspired to...

Wednesday, April 9, 2025

Markets are volatile, but your plan is built for this. Headlines, not fundamentals, are driving the dip. Avoid emotional decisions—staying invested is key. We're here to help you stay focused and explore potential opportunities amid the noi

Tuesday, April 8, 2025

As current markets demonstrate, market volatility is an unavoidable part of investing. While it can feel unsettling, it also provides an opportunity to reassess your financial strategy and ensure you're on track toward your long-term...

Tuesday, March 11, 2025

The other night, as the sun was setting, I heard the sound of peepers. The next morning, I woke up to the cheerful songs of birds. The days are starting to get longer, which means winter is on its way out, and spring is skipping in! I...

Thursday, March 6, 2025

Explore how a moderating U.S. economy, declining inflation pressures, and strong corporate earnings create a positive investment landscape for 2025, despite tariff uncertainties and shifting market leadership.

Tuesday, February 18, 2025

When I was born my parents had not settled on a name and, as I was born on February 14th, the nurses wrote on the hospital bassinet card “Baby Valentine” where my name should be written.

Monday, February 10, 2025

The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race and American...

Thursday, January 30, 2025

This may come as a surprise to you, but even I can get a little down in the winter. I am a sunny and 80s kinda girl so these long, cold, dark winter days can tend to get me a little blah. One of the biggest causes of the Winter Blues...

Tuesday, January 28, 2025

The New Year is here, bringing fresh goals, new opportunities—and, yes, tax season. As your financial advisor, I’m here to help you create a financial plan that works toward your goals while keeping tax efficiency in mind.As you...

Tuesday, January 28, 2025

Discover key takeaways from the stock market's 2024 success, including lessons on market trends, earnings growth, and long-term investing. Prepare for 2025 with insights on economic growth, corporate profits, and investment strategies.

Monday, December 16, 2024

Outlook 2025 | Pragmatic Optimism | December 10, 2024 Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year. READ MORE Tracking #658532 (Exp. 12/25)

Monday, December 16, 2024

With Christmas upon us and the New Year’s around the corner, it’s the perfect time to review your finances to maximize the efficiency of your resources. These tips are not one-size-fits-all; what works best depends on your situation....

Tuesday, November 19, 2024

Stop me if you've heard this one before: “You may care more about the outcome of the presidential election than your portfolio.” Now that the election season is behind us, it’s a good time to reflect on what the results might mean for...

Thursday, November 14, 2024

When I became a caregiver for my mom last year, the experience opened my eyes to the realities of long-term care. Even with a sister to share the responsibilities, I found myself struggling to balance caregiving duties with my personal...

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