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

Family Legacy Financial Solutions

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Cary, NC
Family Legacy Financial Solutions

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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.

10/26/2026

For many non-spouse beneficiaries, inherited retirement accounts are generally subject to the 10-year rule.

What happens inside those 10 years can matter.

Leaving an IRA to your children isn't simply about naming them as beneficiaries.

For many non-spouse beneficiaries, the IRS generally requires an inherited retirement account to be fully distributed within 10 years. The timing of those withdrawals can have tax implications for the person receiving the money.

Legacy planning means thinking beyond who gets the assets — and considering how and when they receive them.

Family Legacy Financial Solutions helps families look at the bigger picture when preparing wealth for the next generation.

Source: IRS

10/23/2026

Your business may be one of your family's largest assets. Have you planned for what happens next?

For business-owning families, wealth planning can extend far beyond investment accounts.

What happens if you sell? Who takes over? How will the business affect your family's financial future? And how does the value of the business fit into your broader estate and investment strategy?

Family Legacy Financial Solutions helps families look at the full picture.

10/21/2026

Wealth Management Isn't About Promising More.

It's about making sure every part of your financial life is working toward the same goals.

Investment management is only one piece of the picture.

Taxes. Risk. Cash flow. Estate planning. Retirement. Business interests. Generational wealth.

The value of comprehensive wealth management isn't a promise of a certain return. It's having a strategy for how the different pieces of your financial life fit together.

Build wealth. Protect it. Plan what comes next.

That's the Family Legacy approach.

10/19/2026

Equity compensation, company stock, or a long-held investment can create significant wealth.

But when too much of your financial picture depends on one company or one asset, your financial future becomes increasingly tied to its performance.

Building wealth is one goal.

Protecting that wealth through thoughtful diversification is another.

Look at your wealth as a whole.

Source: SEC

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

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!

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.

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.

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!

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

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

Website

http://www.familylegacync.com/

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