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 23, 2019 | Educational Articles, Featured, Financial Planning, Video News |
In Jud Gee’s 15th appearance on WBTV Morning News, he discussed parents’ rights and responsibilities in the areas of healthcare and privacy for their college-age children, and the wisdom in establishing educational savings accounts — even before the child is...
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...
