Fisher Wealth Management

09/03/2026

Year-end planning might feel far away, but starting early can help you stay organized and make the most of any opportunities before December arrives.

Our latest blog outlines 8 important areas to review before Q4, from taxes and retirement contributions to financial goals and beneficiary updates.

📖 Read more: https://www.fisher-wealthmanagement.com/blog/

Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expec...

09/02/2026

Join us in wishing Craig a very Happy Birthday! 🎈

Craig's impressive journey has taken him from North Carolina to the FBI, where he served for more than two decades, and eventually into the financial planning profession where he continues to make a difference in the lives of others. When he's not helping clients work toward their goals, he's enjoying time with his wife of 29 years and their three children.

Here's to a wonderful birthday and another great year ahead! 🎉

09/01/2026

📋 When was the last time you reviewed your insurance coverage?

National Life Insurance Awareness Month is the perfect opportunity to revisit your policies and ensure they continue to support your financial goals and protect what matters most.

A few minutes spent reviewing today could make a meaningful difference down the road. https://www.fisher-wealthmanagement.com/

08/27/2026

Helping your kids pay for college doesn’t have to mean overpaying in taxes. 🎓
Discover 4 smart, tax-efficient strategies that can make a big difference for your family’s future.

👉 Read the full article!

The cost of college tuition has gone up significantly faster than inflation over the past several decades. [i]The high price tag now associated with a college education makes it critical for families to carefully plan how to pay for higher education expenses. Part of this careful planning involves r...

08/24/2026

529 plans don’t have to be complicated, and they’re not just for “middle of the road” savers. For families building wealth, these plans can be a powerful, tax-efficient tool when used strategically.

We broke down what matters most so you can make smarter decisions with confidence. Take a look!

08/24/2026

Today we're celebrating Reid Bolinger, CFP® and all the energy, adventure, and enthusiasm he brings to the team!🎉

When he's not helping clients, Reid stays busy tackling incredible challenges, including competing in the last four Chattajack races, a grueling 31-mile stand-up paddleboard event. He's also an Alumni Ambassador for First Descents, an organization dedicated to empowering people impacted by cancer through outdoor adventures.

Whether he's open water swimming, hiking a new trail, or hitting the mountain bike paths, Reid is always up for his next adventure.

Please join us in wishing Reid a very happy birthday filled with fun, celebration, and maybe a little time outdoors! 🎂

08/20/2026

Warren Buffett is known for keeping things simple—and his 90/10 rule is a great example of that.
It’s a straightforward approach that many everyday investors can learn from.

📊 Take a look at how it works.

Warren Buffett’s 90/10 rule urges everyday investors to keep 90% of their money in a low-cost S&P 500 index fund and the remaining 10% in short-term government bonds.

08/19/2026

Part 2 because there were simply too many great photos not to share! 📚🍎 Swipe through for more first-day smiles and excitement as students kick off another incredible school year. We're cheering them on every step of the way! 🎉🎒

08/19/2026

A week later, and we're still smiling about these first-day moments. 🍎🎉 Here's to new adventures, big dreams, and a school year full of growth!

08/18/2026

For our latest , meet Rick Fisher.👋

Rick is passionate about helping clients make smart financial decisions and prepare for retirement with confidence. A North Carolina native, he enjoys building lasting relationships and guiding families through important life decisions.

Outside of work, Rick spends time with his wife Laura and their children, Candace and Conrad. Whether traveling, skiing, boating, or cheering on the Tar Heels, family is at the center of everything he does. His top travel recommendation is Africa, which he calls a truly unforgettable experience. Fun fact: Rick started working with a paper route at age 10 and hasn't stopped since.