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The Financial Planning Blog

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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Income Tax Forms 101

It’s that time of the year again. The year where you get sent PDFs, paper mail, and everything in between of tax forms. It can be overwhelming and confusing, especially for younger individuals who may just be starting to do their own taxes. We are going to give you an brief list of tax forms […]
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Our Tech Integrations

Technology has enhanced the way Financial Advisors operate. We take pride in our transparency and want to show you how we integrate technology into each of our member’s experience. When we use the term member, we use it in a very specific manner. At Family Legacy, we have replaced the term “client” for the term […]
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