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24 Aug 2018 10 Things to Consider As You Help Your High School Student Prepare for College

Posted at 09:33h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

As we prepare to host Brooke Daly and Lindsey Ringenbach of Advantage College Planning on September 13th at 7 PM, we invited them to prepare a guest post for our Friday Brief. Be sure to read all the way through then watch the video below...

23 Aug 2018 Beacon Flash: “College Planning, Simplified,” with Advantage College Planning.

Posted at 09:04h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://www.youtube.com/watch?v=bQjHN9X7ntE&feature=youtu.be Planning for college can be stressful and confusing. Brooke Daly and Lindsey Ringenbach, from Advantage College Planning, will present information to demystify the process of affording, searching, and applying to college. During their presentation, Brooke and Lindsey will discuss strategies for navigating the financial resources...

17 Aug 2018 Should You Buy or Lease Your Next Vehicle?

Posted at 11:56h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

After 5 years as a proud minivan owner, my wife and I recently purchased an SUV. For simple trips around Raleigh the van was adequate, but with our frequent treks to see my parents in Florida combined with the taxing drive through the mountains of...

10 Aug 2018 The Right Tools and Experience

Posted at 10:48h in The Friday Brief by Sam Bass Jr.

One of the joys of having our office at Five Points is the endless opportunity it provides to meet colorful people. Yesterday provided another one. About closing time, I heard some discussing the scene in our front parking as they headed out the door. Seems there...