Family Legacy Financial Solutions

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Family Legacy Financial Solutions Life's journey begins and ends with Family.

We embody our core values of family, transparency, authenticity, education, and empowerment in every decision we make.

What happens when the education fund has money left over? Some 529 funds may be eligible for a Roth IRA rollover.An educ...
10/16/2026

What happens when the education fund has money left over? Some 529 funds may be eligible for a Roth IRA rollover.

An education savings strategy may have options beyond college expenses. Under certain requirements, funds from a 529 plan can be rolled into the beneficiary's Roth IRA, with a $35,000 lifetime limit and other restrictions.

It's another reason to look at your financial plan as a connected picture rather than a collection of separate accounts.

Source: IRS

💍 Put a ring on it — but put a budget on it, too.An engagement ring is a meaningful purchase, but that doesn’t mean it s...
10/14/2026

💍 Put a ring on it — but put a budget on it, too.

An engagement ring is a meaningful purchase, but that doesn’t mean it should come at the expense of your financial goals. From the 4 C’s and lab-grown diamonds to payment plans, pricing, and setting a realistic budget, there’s more to consider than just the sparkle.

Before you say “I do,” make sure your finances are ready for the commitment, too.

Check out the full blog on our website!

Your retirement strategy shouldn't begin the year you retire.The decisions you make throughout your highest-earning year...
10/12/2026

Your retirement strategy shouldn't begin the year you retire.

The decisions you make throughout your highest-earning years can influence how much you accumulate, how you manage taxes, and how you eventually turn assets into income.

Plan for the retirement you're building toward.

How much is enough? It's a financial question with a very personal answer.“Enough” can mean something different for ever...
10/09/2026

How much is enough? It's a financial question with a very personal answer.

“Enough” can mean something different for every family.

It might mean retiring comfortably, helping your children, maintaining your lifestyle, supporting a cause you care about, or leaving something behind for the next generation.

Financial planning starts by understanding what enough means to you.

Thank you, Stuart! We truly appreciate your trust in Josh and the team. It’s wonderful to hear that we’ve been a valuabl...
10/07/2026

Thank you, Stuart! We truly appreciate your trust in Josh and the team. It’s wonderful to hear that we’ve been a valuable resource for both your personal and business planning. We’re grateful to work with you!

Building a family means building more than a household.It means thinking about the future you want your family to have—a...
10/05/2026

Building a family means building more than a household.

It means thinking about the future you want your family to have—and putting the right financial and estate strategies behind that vision.

Plan for the people who matter most.

Source: https://bit.ly/3R1N0xa

October is National Financial Planning Month — a reminder that financial planning is about more than numbers. It’s about...
10/01/2026

October is National Financial Planning Month — a reminder that financial planning is about more than numbers. It’s about connecting your wealth to your goals, your family, and the future you’re building.

At Family Legacy Financial Solutions, we believe the right plan brings clarity to today’s decisions and purpose to tomorrow’s possibilities.

Plan with purpose. Build with intention.

A family legacy isn't defined solely by the amount you leave behind.It's defined by the opportunities, security, values,...
09/29/2026

A family legacy isn't defined solely by the amount you leave behind.

It's defined by the opportunities, security, values, and intentions that continue after you're gone.

Building that kind of legacy starts with planning long before the transfer of wealth.

Estate planning shouldn't begin only when life forces the conversation.The best time to make important financial decisio...
09/25/2026

Estate planning shouldn't begin only when life forces the conversation.

The best time to make important financial decisions is when you have the time, clarity, and ability to make them thoughtfully.

Plan before circumstances decide for you.

Source: https://bit.ly/3R1N0xa

Building wealth isn't only about investing for decades from now.It's also about having enough financial flexibility to h...
09/24/2026

Building wealth isn't only about investing for decades from now.

It's also about having enough financial flexibility to handle the unexpected without derailing the goals you've worked toward.

A strong wealth strategy considers both today's needs and tomorrow's opportunities.

Source: https://bit.ly/4x6u4NR

Address

6501 Weston Parkway
Cary, NC
27513

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm
Saturday 8:30am - 1pm

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