We hope you are having a great start to 2019! As the year kicks off, we want to remind you that the IRS has increased contribution limits for retirement plans in 2019. These increases are due to cost of living adjustments. We will gladly take them! What does this mean for you? IRA Contributions: If […]
About Sara SeasholtzSara Seasholtz, CFP®, was voted one of "50 Most Influential Women in Charlotte" by The Mecklenburg Times in 2011, and has assisted her clients with their financial planning needs for over 40 years. Have a financial question? ASK SARA!
Thoughts on growing up… Do you have children? If so you know how we, as parents, experience different emotions as they grow up. I have two children. My daughter just graduated college with three degrees. My son graduated college five years ago with an equal number. The emotional dynamic of them moving on to independence […]
What They Don’t Tell You About You Last Year of College…. Where to start?… that’s a joke because the average college student will tell you, “You Just Do It” and maybe even Dab while they say it. To start, let me share a little about myself. My name is Sara and I am a recent […]
Happy 4th of July ! From Sara, Joyce, & Sara Kathryn
In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016. The report defines adulthood as a period in life associated with common experiences […]
Have you ever heard the phrase less is more? When it comes to “stuff” I’m really beginning to learn this lesson. It’s taken a while but I’m finally getting it. When I look around my house, I have to ask myself… where did all this stuff come from? How have I accumulated so much “stuff”? […]
In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS? Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]
Resolve to succeed instead! It’s that time of year when we all hear a lot about “New Year’s Resolutions”. Webster’s Dictionary provides various definitions of the word Resolution: Firm determination. An act of resolving to do something. Separation or reduction of something into its constituent parts A decision of a court of law” among […]
Merry Christmas Everyone! We hope your Christmas and Holidays are exciting and full of celebration and happiness! We wish you a Merry Christmas! We wish you a Merry Christmas! We wish you a Merry Christmas and a Happy New Year! From Snoopy’s home, to Ours, to Yours, Sara, Joyce, Sara Kathryn
Thanksgiving Day will be here before you know it! I’ll be cooking up my annual turkey, corn pudding, stuffing, and all the other goodies my family appreciates and wants for our holiday meal. We share our table with friends and those who don’t have family locally or at all. Do the same; invite someone to […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979