Currently Browsing: Category

Resources

Resources
Paul Durso on WBTV: North Carolina’s tax-free weekend

Paul Durso, recently appeared on WBTV Channel 3, Charlotte’s CBS affiliate to discuss tips to save money during North Carolina’s last tax free weekend.

Read More

Resources
Back to School shopping

The annual sales tax holiday is rolling around again and it is set to start August 2nd and end August 4th. Shoppers can feel good about the back to school…

Read More

Life Events
Back to School shopping – Insight Folios

The annual sales tax holiday is rolling around again and it is set to start August 2nd and end August 4th.

Read More

We’d love to hear from you!

If you have financial questions or want to schedule an appointment, you’re in the right place.

Simplicitree Plan

Generate your free Retirement Report

Simplicitree® Quick Plan.