Podcast on Retirement Strategies Now Available

Community-oriented certified financial planner James M. Richardson, CFP®, ChFC®, has published “Retirement Planning Strategies,” the second in a series of free podcasts on financial planning. In the podcast, Richardson discusses what types of retirement planning strategies work best with regard to balancing committed expenses with targeted savings, a balance that he points out means lifestyle [...]

Business Advisory Firm Launches in Apex

Matthew T. Illuzzi, former CFO and director of operations at Wolff Olins, has launched the business operational strategy firm, New Day Business Advisors, LLC. New Day’s mission is to provide small and mid size companies with the organizational game plan needed to get off the ground running or as the company moves into the next [...]

Local Financial Advisor Publishes Retirement Planning Podcast

Community-oriented certified financial planner James M. Richardson, CFP®, ChFC®, has published the first in a series of free podcasts on financial planning. In the three-minute audio presentation, Richardson examines the basic concept of setting-up a lifestyle based on the money one has made so far so it can be utilized – without running out – [...]