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Articles by Katherine

  • How to Be Proactive During Market Volatility
  • Organizing Your Financial Records
  • How to Respond to a Data Breach
  • Trump's Unlikely Victory
  • Planning for College & 529 Plans
  • Trivia Worth Knowing
  • What is a Fiduciary?
  • Simply Giving: Making a Difference Tax Efficiently
  • Recognizing Financial Scams
  • When Rules of Thumb Don't Work
  • What You Need To Know About The Brexit Vote
  • Spring (or Anytime) Cleaning for Your Finances
  • An Impassioned Argument for Long Term Care Planning
  • How Much Should I Take?
  • Tax Planning Fall 2015
  • Behavior and Investing
  • Tax Planning 2014
  • Doing Well By Doing Good in the High Country: Distinctive Use of Conservation Easements In a Rising Tax Rate Environment
  • The Car Conversation after the Meeting
  • Head and Heart
  • The Best Gesture
  • The Long View or the Short View
  • Timeless Truths
  • Secrets of the Rainbow

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  •   428 4th Ave., NW, Hickory, North Carolina 28601
  •   828 322 9595
  •   katherine@waitefinancial.com

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

428 4th Ave., NW, Hickory, North Carolina 28601 United States

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