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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.

Managing Money Worries

Sadly, finances are a very common source of worry for many Americans. According to the American Psychological Association’s 2018 Stress in America report, adult survey respondents ranked money and work as top stressors — even above concerns over health or the economy. Money worries can bring with them feelings of anxiety, depression, shame, guilt and inadequacy.

NextEra Changes Utility Paradigm By Outperforming S&P 500 Index

  • NextEra Energy has consistently outperformed the S&P 500 Index over the past decade.
  • NextEra is up much more than the broad market benchmark over the past six months.
  • Like all utilities, NextEra is a defensive stock, but it stands out for growing earnings and free cash flow.
  • NextEra has increased dividend payouts on a yearly basis.


FAQs for our Friends at Entergy

We see many of our friends at Entergy Louisiana Station confronted by a perplexing situation as the company will not renew its power plant operating contract with ExxonMobil. Here’s what we know about the upcoming change and what we anticipate to be the questions that our friends at Entergy may be asking.

FAQs for our Friends at Entergy

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.

Filing Your Taxes 2019: What You Need to Know

Guest Post by Mike Baker, Life Insurance Broker/ Bank On Yourself Authorized Advisor with MacDev & SET Financial 


The Cure for the Holiday Hangover

Ah yes, the Holiday Hangover. Not your typical hangover. It doesn’t come from too much eggnog on Christmas, or that one too many glasses of champagne at the New Year’s Eve party. This one isn’t felt in your head, and definitely can’t be cured with an ibuprofen. This one hurts your wallet.    

What is a Supplemental Executive Retirement Plan – SERP?

Why Business Owners Should Consider a Supplemental Executive Retirement Plan – SERP.

The global work arena has changed, and it has become a competitive environment attracting the very best the skills matrix has to offer.

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