money

Charlotte couple pays off $300,000 in debt in three years. Here’s how they did it

Bernadette Joy Cruz Maulion and her husband, A.J., just finished paying off $300,000 in debt in three years. It’s a staggering number, and includes...

How do Charlotte millionaires spend and invest their money? And what’s their best purchase under $100?

In our story “At what age do people become millionaires in Charlotte?” we shared that on average, Charlotte millionaires hit $1 million in net...

50 Charlotte millionaires answer, “What’s your No. 1 piece of personal finance advice to young people?”

Recently, we asked Agenda readers with a net worth over $1 million to take our 2019 Charlotte Millionaires Survey. Within that survey, we asked...

At what age do people become millionaires in Charlotte?

Earlier this month, we asked Agenda readers with a net worth over $1 million to take our 2019 Charlotte Millionaires Survey. More than 140 millionaires...

35-year-old saves $100,000 in 7 years by living inside tiny house, plans to retire at 40 and build in Asheville

As real estate and rent prices continue to rise, some Charlotteans are looking for alternative ways to build wealth and put down roots. Ryan Mitchell has lived...

Former Wells Fargo employee launches Lotto Edge, a data analytics company to help you buy the right scratch-offs

Lotto Edge is a Charlotte-based startup designed to help lottery players find greater success with their scratch-off ticket purchases. Jared James, a CPA who...

Financial planning firm targeting “H.E.N.R.Y.s” (high earners not rich yet) expanding into Charlotte

Stash Wealth, a New York-based financial planning firm that brands itself as “not your father’s financial advisor” is expanding into...

How much money are Charlotte millennials getting from Mom and Dad?

The New York Times recently ran a story saying that 53 percent of American millennials have received some sort of financial assistance from their parents since...

Why Charlotte companies are increasing their minimum wage

While the federal minimum wage hasn’t budged off $7.25 an hour for years, a steady drumbeat of major Charlotte companies have been raising the baseline...

When unmarried couples make marriage-like financial decisions, things get murky

The decision to reject marriage but embrace the financial decisions a married couple would make together — like buying a house or combining finances — can...

Is it normal not to share your finances with your spouse?

It’s becoming less common for young, newlywed couples to merge their finances after getting married. A 2017 study from TD Bank found that 29% of couples age...

How much money do Charlotte’s top nonprofits put back into their programs?

When you donate to your charity, nonprofit or foundation of choice, do you wonder where, exactly, your money is going? The Agenda took a look at some of...