Fortune Financial And Insurance LLC

Fortune Financial And Insurance LLC Fortune Financial & Insurance LLC is a financial planning, investment and insurance firm that specia In early 2015 Fortune Financial was created.

Fortune Financial and Insurance is the continuing legacy of Tax Deferred Services. Tax Deferred Services has been serving the communities of Western North Carolina for over 20 years. While the name may be changing, our focus on helping clients with planning for the future has not. We offer a full range of products and services such as Insurance (health, life, medicare supplement,and long term care

) for groups or individuals. We also serve the financial needs of the community by offering financial planning, retirement planning, and educating clients about the need for risk management.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
07/22/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
07/20/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

There are four basic steps to calculating the value of an estate.
07/17/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
07/15/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

When considering a record keeping system for your business, you need to ask yourself some very important questions
07/13/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
07/10/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
07/08/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
07/06/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
07/03/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Address

9 Elk Mountain Road
Brevard, NC
28804

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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