You want to be in tune with your finances and have confidence in your investment strategies.
At Charlotte Wealth Advisors, we understand money. But, most importantly, we understand people. We are relationship-based and committed to partnership with clients to better understand their needs, their lives, and their goals.
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Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
This calculator can help you determine how soon you can pay off your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.