Ready to take control of your financial legacy?

The Financial Planning Blog

Jump-Start Your Financial Plan For 2019

By Joshua Stubbolo How are you doing on your New Year’s resolutions? Hopefully you aren’t part of the 80% of Americans who discard their resolutions by February,[1] but if you are, remember that there’s nothing magical about January 1st. No matter where we are in the year, you can set new intentions and make the […]
Read More

My Favorite Things To Do In Cary NC

I love working in Cary, North Carolina. There’s always something to do and never a dull moment. Ranked #5 on Money magazine’s list of “Best Places to Live,” Cary—located less than 20 minutes from downtown Raleigh—is teeming with activity, growth, and fun activities. From restaurants serving delicious food to exciting business opportunities to beautiful nature […]
Read More

Best Financial Apps for Young Adults

Millennials and Generation Z are known for being tech-savvy with their lifestyles. Financial Technology (“Fintech”) applications are one way for this age group to stay on top of their finances. These apps simplify your finances and help you balance your money management skills. These apps help you stay focused on the things that are most […]
Read More

Benefits of Using Venmo

Venmo is a payment app that has grown in popularity within the last few years. With over 40 million users, it is one of the most popular financial apps in the country. So why should you use Venmo? How can it benefit you? These are questions you are probably asking yourself if you have not […]
Read More

Getting Involved with your Community

Have you been wondering how to fill all of your extra time now that you are working from home? Don’t stress because there are so many ways to get involved! Below are three ways for you to get involved with your community. Volunteering in the Community There are so many volunteering opportunities with local philanthropies. […]
Read More

Insight from the Interns Pt. 1

Our summer interns are some of the brightest from NC State. We’ve decided to include a series from our two interns, Rachel and Lindsey. This first article was written by our marketing and operations intern, Lindsey Holt. Lindsey is a junior in the Poole College of Management at North Carolina State University. She is from […]
Read More
learn about services

Want to see how we can help you build a stronger financial future?

We offer a full suite of financial services to our members, from investment planning to tax preparation. Learn more about our services and what we can do for you.

BOOK A CONSULTATION 

Ready to take control of your financial
legacy?

Let's set up a chat so we can get to know you, and you can learn more about how we work. It's risk-free, obligation-free, and could be the first step towards financial peace of mind.

Scroll to Top