College Planning
Are you trying to save for a child going to college? If so, keep in mind the cost of college continues to increase faster than inflation with the largest increases…
Blog
Benefits of Tailored Investment Advice
Photo credit: stockmonkeys.com The value of investment advice can make a real difference over the life of your portfolio. In our previous post we noted that the research on Gamma…
29% Retirement Raise
A recent study from Morningstar suggests that implementing solid financial planning strategies can increase a retiree’s investment income by 29%, which they equate to an additional 1.82% in investment returns…
Where do Stock Returns come from?
What is a stock? It is an ownership of a company which represents a claim on future earnings. Many have been told to buy stocks because they are the best…
401k Fees Coming your Way
Source: Tax Credits Traditionally the costs associated with investing have been fairly difficult to ascertain. Mutual funds charge expense ratios to pay managers and support staff while custodians and plan…
Thoughts on Elections and the Fiscal Cliff
With the election coming up next month, we thought it might be a good time to discuss our thoughts on the looming fiscal cliff. What’s the Fiscal Cliff? The term…
‘Tis the Season to Shop for Medicare
Have you been seeing the commercial below a lot lately? What is Medicare Open Enrollment? It is open enrollment season for Medicare prescription drug (Part D) and Medicare Advantage Plans…
3 Retirement Myths: Chad Smith, CFP® speaks at SAS event
On October 10th, as a part of the SAS Work/Life program, FSI Partner Chad Smith spoke to employees at the SAS Campus in Cary. The topic dealt with common Retirement…
FSI plays in 2012 O’Berry Center Golf Tournament
One of our favorite events every year is the O’berry Center Foundation Golf Tournament. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of life for…
The Two Weakest Links for Jobs
It’s been a year since we discussed the two weakest links for jobs in the US labor market which are Residential Construction and Government. With continued improving employment figures, we…
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We break down some of the most important questions we are asked on a regular basis.