Greetings from Mint Hill, NC! Like many of you, I’m glad that collecting the vast majority of my K-1s and other financial documents for my CPA before April 15th is behind me. I file an extension every year while waiting on a few tardy documents (similar to some of our clients), but I’m always relieved …
Greetings from Mint Hill! The start of November ushers in a number of exciting changes: broken hearts for many college football fans (Mizzou fan here), the beginning of the holiday season, and pesky open enrollment. While you’re reviewing your open enrollment packet, please remember to send a PDF copy to your advisor. This helps ensure …
Greetings from Mint Hill, NC! Summer is well underway, and in the Beldner home we enjoy a slower pace to our mornings, a few family trips, and playing outside until well after dinnertime. Something about summer ignites a sense of adventure, and my hope is that you have gotten to enjoy a sense of adventure …
Greetings from Mint Hill, NC! I trust you had an enjoyable holiday season. One of my favorite things to do when the calendar turns is reflect on the previous year. What went well? What didn’t go well? What needs to change in the future, both in my personal and professional life? I hope you had …
Greetings from Mint Hill, North Carolina! We had a fabulous summer as a family and were also eager to welcome routine with the start of school. With 5 kids in the home (14, 12, 10, 8, and 2), this comes with a daily dose of chaos and noise—so much noise—but we are nonetheless grateful to …
Greetings from Mint Hill, North Carolina! I trust this e-mail finds you well as summer looms just around the corner. I know my family is ready to welcome a slower pace of life along with a bit of travel this summer! A number of articles caught my attention that I wanted to pass along for …
