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Individual reviewing tax receipts and paperwork for charitable donations.

Organizing receipts and records ensures you can substantiate your charitable donations. 

Dwayne Tesseneer | Apr 27, 2026

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United

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Retired couple walking hand in hand outdoors, representing retirement planning for couples.

Enjoying retirement together --- planning ahead makes all the difference. 

Dwayne Tesseneer | Apr 20, 2026

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Piggy bank with glasses looking at a calculator, representing retirement planning and budgeting

Most people don’t have a spending problem in retirement—they have a confidence problem.

Dwayne Tesseneer | Apr 17, 2026

How Retirement Spending Really Works (And Why a Flat Plan Might Be Holding You Back)

Retirement
Finance
Lifestyle
Risk Management

If you’re a busy professional in your 50s or early 60s with $1M+ saved, you’ve probably asked yourself:

“Can I actually afford to enjoy retirement… or do I need

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Row of townhomes

Downsizing in your home in retirement can reduce expenses and simplify daily living for retirees.

Dwayne Tesseneer | Apr 13, 2026

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Woman writing in a paper planner with a pen
Dwayne Tesseneer | Apr 5, 2026

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Grandmother and granddaughter knitting together
Dwayne Tesseneer | Mar 30, 2026

Retirement Planning for Single Women Over 50

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Dwayne Tesseneer | Mar 23, 2026

Divorce and Retirement: What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A man sitting on a bench watching a plane take off
Dwayne Tesseneer | Mar 16, 2026

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Married couple holding hands, representing retirement planning and having a power of attorney in place for Greensboro, NC couples working with a financial advisor.

For couples in Greensboro, NC and beyond, having a power of attorney in place is a key part of retirement planning — protecting your wishes and ensuring you always have each other’s back.

Dwayne Tesseneer | Mar 9, 2026

Understanding the Different Types of Powers of Attorney in North Carolina

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Individual reviewing tax documents and using a calculator to evaluate a 2025 IRA contribution before the tax deadline with a Greensboro, NC financial planner.

Reviewing your tax return before the deadline can help you decide whether a 2025 IRA contribution makes sense — and how it fits into your retirement plan.

Dwayne Tesseneer | Mar 6, 2026

Last Chance to Fund Your 2025 IRA: Greensboro Retirement Planning

Retirement
Tax Planning
Finance

Retirement is less about making one perfect decision and more about making the right sequence of thoughtful ones.

If you’re age 50+ and planning for the future

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driver looking forward towards the road with their eyes reflected in the rearview mirror
Dwayne Tesseneer | Mar 2, 2026

Tax Planning vs. Tax Preparation in Greensboro, NC

Tax Planning
Finance
Retirement
Investments

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Financial advisor asking thoughtful questions about retirement planning strategy

Reviewing life insurance can provide clarity around income, debt protection, and legacy planning. Are you asking the right questions about your retirement plan?

Dwayne Tesseneer | Feb 27, 2026

Do You Need Life Insurance in Retirement? 4 Reasons to Keep It

Insurance

Do You Need Life Insurance in Retirement? 4 Reasons You May Want to Keep It

When you retire — or begin planning for retirement — one important question often

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1819 Pembroke Rd
Greensboro NC 27408

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