Memorable Financial Lessons From Pop Culture, Ep #88
 Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way…
Blog
Our 9th Annual Client Appreciation Event
A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th! We were so glad that the…
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
 Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for…
FSI promotes Angela Keeley-White to Client Service Manager
As our firm continues to grow both in the number of clients we serve and the level of service we provide, the need for dedicated client service management has become…
The Ins and Outs of Opportunity Zones, Ep #86
 You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re…
7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
 Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s.…
Are You Winging Your Financial Future? Ep #84
  Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a…
Déjà Vu All Over Again
Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios,…
Why Aren’t There More Women in Financial Planning? Ep #83
 Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated…
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We break down some of the most important questions we are asked on a regular basis.