Educational Resource

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

When Does Collecting Social Security Early Make Sense?

Full retirement age (FRA) for Social Security benefits is currently between 66 and 67, depending on when you were born. Benefits are determined based on your 35 highest years of earning on record with the Social Security Administration, but will be higher or lower depending on when you file. If you file at FRA, you’ll get your full monthly benefit.

What You Should Know About Retiring From ExxonMobil: Retirement Planning Tips for ExxonMobil Employees


Most of what we do or have done here at Advisor.Investments has come through two decades of experience working with families going through the ExxonMobil retirement plan and its process. Here are some retirement planning tips for ExxonMobil employees who are wondering what you should know about retiring from ExxonMobil.

January 2019 Existing Home Sales

Existing home sales suffered their third consecutive setback.  According to the National Association of Realtors (NAR), transactions fell 1.2 percent in January 2019 to 4.94 million units on a seasonally adjusted annualized basis; this is the worst reading since November 2015.

Can Someone Please Explain Annuities!?

There are a lot of things that go into finance. A lot of words that people don’t understand, a lot of concepts that people can’t quite grasp. Thankfully, we’re here to help! Let’s break down what an annuity is. 

First, we’ll go over some basic terms that you’ll need to understand. 


Key Words: 

Finding the Right Balance with Company Stock


Provided by Doug Fletcher

Including company stock among the investments in your 401(k) plan can be powerful. It gives employees a voice in the firm’s direction, pride of ownership, and a direct correlation between their job and company performance. At the same time, employees should understand how to use company stock wisely as a 401(k) plan investment.

Shocked By Your Tax Revaluation? You Can Appeal.

Property revaluation assessment is a very hot topic among homeowners in Mecklenburg County right now. Many of you have probably received notices about the residential, rental or commercial property you own. This has significant impact from a planning standpoint.

Significant Increase in Donor Advised Fund Transfers

By Ken Nopar, Senior Philanthropic Advisor

Your Emergency Fund: How Much is Enough?

Pros and Cons of a Reverse Mortgage

Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful.

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