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The Financial Planning Blog

Discover expert financial planning advice tailored for caregivers, medical professionals, and tech professionals —covering budgeting, retirement, tax strategies, and long-term wealth building.

Back-to-School Fashion on a Budget

We know times are tough with COVID-19, but kids still want to look great going to school this fall. That’s why we asked our summer interns how they stick to a budget while they shop. Our two summer interns, Rachel and Lindsey, are avid shoppers. Both of our interns looks for ways to support sustainable […]
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Stress Relief Tips

Stress is a feeling that everyone experiences more than once in their life. I for one feel it almost every day juggling school, work, and a social life. Stress is naturally going to occur more when you are in a time of uncertainty, which we all are right now. Hopefully this blog post will aim […]
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Planning a Weekend Getaway on a Budget

Everyone wants a fun weekend adventure that doesn’t break the bank. The best way to do this is to follow a quick list of tips we’ve provided below. We’ll also include some fun and quick trips right here in North Carolina. Here are some quick tips on how to plan a fun weekend getaway on […]
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A Day in the Life of a Marketing Intern at Family Legacy Financial Solutions

Written by Rachel West, a Family Legacy Financial Solutions Marketing Intern Starting My Day Off I always come into the office at 9:00 AM to organize my day. Each day I am in the office, I always have a new project to do on top of my everyday tasks. I usually spend fifteen to twenty […]
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Traditional vs. Roth IRAs

One of the Marketing Team’s goals for 2020 was to create a YouTube channel. Our two interns have created a YouTube channel for us this past summer, and have done an amazing job with creating content for you all. Check out the most recent YouTube video created by our Marketing Intern, Rachel. Comment on the […]
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Credit: What is it and why do you need to know about it?

    What is credit? This is a very common question among large portions of our country. It is a confusing topic that leave many feeling with more questions than answers. This blog post will try to address some common questions and misconceptions about credit. To start, when we purchase a credit card, we are […]
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