Triangle Financial Advisors

Planning for income in retirement is one of the most critical issues facing the Baby Boomers. Thanks to the Women Business Owners of Cary for inviting me to speak on this highly relevant topic. They are a fun, hardworking and generous group.

Small business owners, you know turnover is a killer for revenue, profits and stress! Please join me on September 6th at 6 pm for a workshop on recruiting, retaining and rewarding employees as well as securing your own financial future. Thank you to the Greater Raleigh National Association of Women Business Owners for hosting and inviting me to present at this very relevant and timely seminar. Click the link for registration details!

http://nawbo-raleigh.org/meetinginfo.php?id=167&ts=1504033144

Thanks so much to Erin Cohen for inviting me to present an interactive seminar on retirement income planning. Great turnout and participation in discussing the Boomer transition from accumulating wealth to living on it. Big change in perspective!

Lorraine Johnson

It's been an honor to sponsor the Greater Raleigh chapter of the National Association of Women Business Owners (NAWBO) for the last 11 years. The board installation dinner was inspiring and fun as usual. Congratulations to the new board members and thanks for stepping up!
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Lorraine Johnson

How is the US stock market continuing to rise in the face of political uncertainty? This article contains an interesting list of de-stabilizing events that have been overcome in the past.

Stocks Rally as Washington Burns, and That’s Not Odd Investors are aware of the political news, but know that it matters only to the extent it undermines growth.

With buddies Wendy Coulter and Judy Fourie at the Greater Raleigh Chapter of the National Association of Women Business Owners luncheon today. Panel of 3 other women discussed how they navigated their business and personal lives through a health crisis. Enlightening and uplifting for all of us!

So excited to have presented our seminar “Business Continuation Planning: Strategies for the Future”. Thanks to the Morrisville Chamber for hosting the event. It was great to hear the questions from the participants and to see them engage with each other. I look forward to presenting it again, and to start a series addressing issues for business owners. Here’s a great article on succession planning. It’s never too early to begin planning! Check out this article on trends in family business succession planning

Future trends in family business succession planning - SmartCompany Let’s open up a discussion about family businesses — and what the future holds for them — by digging into the fundamental marriage between our personal and professional worlds. This will create the framework through which succession planning can be viewed realistically. In particular, let’s focus on...

Owners of small businesses, check out this article on how to make the most of Small Business Week. There are 28 million small businesses in the US. They provide 55% of all jobs and have created 66% of net new jobs since the 1970s. Small business is BIG!!

5 ways to celebrate National Small Business Week - The Business Journals Do you celebrate National Small Business Week at your business? If not, this year is a great time to start.

InvestmentNews Retirement Income Summit, Women Advisor Summits, and my National Women’s Study Group in Chicago were fantastic. Social Security, Medicare and IRA distribution specialists were great. So timely for baby boomer retirement planning!

Congratulations to our Boss, Lorraine Johnson, for being the 2016 recipient of the prestigious "Distinguished Service Award" from the LGBT Center of Raleigh. We are so proud of you.

Lorraine Johnson, CFP®, CFA, ADPA® Recognition Plaque - Triangle Business Journal Raleigh/Durham, NC News - View Daily Local Business News, Resources & more in Raleigh/Durham, North Carolina.

I’m excited! My advice is featured today in The 2016 Woman’s Advantage Shared Wisdom Calendar.

www.WomansAdvantage.com/calendar

Today’s economic news affects your business! Stock markets rebound, home prices & demand steady, US economic growth better than expected.

Stocks Halt Brexit Selloff as Pound Rebounds With Commodities Stocks, the pound and commodities all climbed for the first time since Britain’s shock vote to leave the European Union amid speculation policy makers will take steps to limit any economic fallout.

Interesting perspective from American Funds regarding the UK “Brexit” vote to exit the Eurozone. More complexity than headlines suggest.

U.K. Vote to Leave European Union Roils Financial Markets British voters surprised the world on Thursday by narrowly approving a proposal to abandon the European Union and strike out on their own. The decision sent global equity and futures markets sharply lower on Friday while the pound sterling plummeted against the euro and the U.S. dollar. However, the...

At Triangle Financial Advisors we celebrate our employees!

Thank you Sherry for 12 years of dedicated service and congratulations to Caleb Newton on your CFP® designation.

Happy Birthday Madam President. Enjoy your day!

With clients and friends at The Chocolate Boutique at Lafayette Village. Had a blast making (and sampling) chocolate. Thanks to all of you for a great evening!

With new office manager Kim Feuersanger at OutRaleigh. Beautiful day for her first festival! Join us downtown on Fayetteville street until 6 pm today!

Uncle Sam says "same s*x" equals "same taxes" for married couples. Apparently Uncle Sam doesn't care if you are gay or straight - when it comes to taxes, a couple is a couple. Check out this article in InvestmentNews.

Some married gay couples surprised by new tax burden Last year's Supreme Court ruling was a mixed bag for some married gay couples. Some had less trouble filing state taxes, while others had a higher tax bill.

With Pam Williams, President-Elect of National Association of Women Business Owners Raleigh. I really enjoy sponsoring this fabulous group, and appreciated the opportunity to present as a chapter sponsor today!

At Raleigh Chamber’s Women’s Conference with Senn Dunn/Marsh & McLennan’s Jennifer Taylor, Sonia Calabria, and guest.

At the Rainbow Wedding expo in Raleigh's Sheraton hotel. So cool this can finally happen!

US jobless claims drop going into holidays

U.S. jobless claims near 42-year low as labor market tightens From Yahoo Finance: The number of Americans filing for unemployment benefits fell more than expected last week, nearing a 42-year low.

Oil prices continue to fall.

Oil prices continue to fall.

Wall St. opens higher after three days of losses Wall Street pared some of its gains as oil prices fell on Thursday, but remained in positive territory as investors scoured for bargains ahead of a widely expected U.S. interest rate hike next week.

China may be hurt by strong dollar

A Strong Dollar Hurts China More Than the U.S. The biggest loser from a stronger dollar may be China, not the U.S. And that’s why some economists predict the Asian nation will loosen its currency’s link to the greenback and allow the yuan to depreciate.

Wall Street higher on Dow-Dupont merger and higher oil (Reuters)

Weekly jobless claims down 12,000 per Bloomberg.

At the Equality NC Gala with Jim Obergefell, lead plaintiff in the Supreme Court case that decided marriage equality. A record amount was raised. It will be put to good use.

Wall Street closes mostly flat. Oil prices down 3%, Macy's forecast disappoints.

Thanks to everyone who came to last night's seminar at the LGBT Center of Raleigh. We had a great turnout, and lots of great questions. For those who missed it, come to our seminar in Durham next week at the Temple Building in Durham. We look forward to continue spreading the word in our community regarding financial, legal and tax planning for same-gender couples.