by Jud Gee | Nov 21, 2020 | Educational Articles, Financial Planning
Daily Reported New Positive COVID-19 Tests vs. Daily Reported Deaths from COVID-19 in the U.S. February 26, 2020 – November 18, 2020 First Trust COVID 19 Tracker Facts 1120 Daily Reported New Positive COVID-19 Cases by U.S. Region March 1, 2020 – November...
by Jud Gee | Nov 12, 2019 | Educational Articles, Financial Planning
The Rise of Female Philanthropists ESTATE AND GIVING Women are wealthier and making waves when it comes to philanthropy. It may seem stereotypical, but women tend to be givers – to their families and to their communities – and the research bears this out. But the ways...
by Jud Gee | Oct 22, 2019 | Financial Planning, Print News
We are proud of our home. If you are in our wonderful neighborhood, Commonwealth Park adjacent to Plaza-Midwood, stop by to see us, or attend our annual neighborhood party each spring. We think Frank Lloyd Wright would be proud. As Charlotte’s premier financial...
by Jud Gee | Sep 11, 2019 | Educational Articles, Financial Planning
ESTATE AND GIVING When selecting a personal representative, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a...
by Jud Gee | Sep 4, 2019 | Educational Articles, Featured, Financial Planning, Print News
Education is at the heart of client service Download pdf Version A federal commission recently recommended that schools and universities begin requiring financial literacy courses. And advisor Judson H, Gee, CEP, thinks that idea’s time has come. “People are literally...
