Fisher Wealth Management

06/02/2026

We’re wrapping up our graduation celebrations with one more special milestone from our extended Fisher Wealth family! 🎓 Help us congratulate Tracy's grandaughter, Cheyenne, who is graduating from Pre-K and getting ready to start kindergarten next year. Such an exciting next step!

When it comes to the future, Cheyenne already knows what she wants: to be a hairdresser just like her mom. We love seeing those dreams start early 💇‍♀️💙 Congratulations, Cheyenne. We’re so proud of you and can’t wait to see all the amazing things you’ll do!

06/01/2026

A midyear check‑in is a good moment to see what’s changed.

Updates to tax brackets, retirement limits, and Social Security for 2026 may affect how you plan for the rest of the year. Understanding what applies to you can bring more clarity moving forward 📊

Read more in our latest blog: https://www.fisher-wealthmanagement.com/whats-new-for-your-money-in-2026-tax-brackets-retirement-limits-social-security-updates/ 👈

05/29/2026

Education paths look different today than they did years ago. Many families hesitate to save because they worry about what happens if plans change.

Understanding flexibility within college savings strategies can ease that concern and support long-term planning. Explore how this works in our latest blog: https://www.fisher-wealthmanagement.com/college-savings-made-simple-the-truth-behind-common-529-misconceptions/ 🎓

05/27/2026

We’re continuing our graduation celebrations by recognizing more of the amazing young members of our extended Fisher Wealth family! 🎓 Join us in congratulating Brenn and Gaige (Jess’s sons):

🏈 Brenn is moving up from 8th grade at Alamance Community School to Southeast Alamance High School this fall. With big dreams ahead, he’s aiming to serve in the military and make it to the NFL one day.

⚾ Gaige is finishing 5th grade at Alamance Community School and heading into middle school next year. His goal? To become an MLB player.

We can’t wait to see what the future holds for you both. Congratulations!🎓

05/26/2026

Scams are becoming more sophisticated. Do you feel confident recognizing them?

We’ve all seen the headlines, and many people wonder if it could happen to them. If that sounds familiar, join us to learn how to recognize common fraud tactics and take steps to help protect yourself and your finances.

⚠️ Avoiding Financial Fraud
📅 June 18 | 6–7 PM
📍 Central Carolina Community College – Pittsboro
💲 $45 | Limited seats

Learn more and register: https://www.fisher-wealthmanagement.com/expand-your-financial-knowledge-in-pittsboro/ 👈

05/25/2026

This Memorial Day, we honor those who gave their lives in service and remember their sacrifice. 🇺🇸

05/22/2026

We’re excited to keep celebrating the incredible graduates in our extended Fisher Wealth family! 🎓

Join us in congratulating Lisa's son, Sam Haverstrom, who graduated from Widener University with a Bachelor of Science in Civil Engineering. Sam has recently made the move to Raleigh, NC, where he’s begun his career as an Assistant Project Manager in the pre-construction division of a construction company.

With plans to earn his Professional Engineering License, Sam has a strong future ahead, and we can’t wait to see all he accomplishes!

Congratulations, Sam! 💙

05/21/2026

What will happen to your loved ones after you pass? It’s an important question, and not one with a simple answer. Thoughtful planning takes time, clarity, and the right support.

That’s why we’re hosting an upcoming session on estate planning, where we’ll walk through key steps to help ensure your wishes are carried out and the people who matter most are supported.

📝 Essential Estate Planning
📅 June 11 | 6–7 PM
📍 Central Carolina Community College – Pittsboro
💲 $45 | Limited seating

Learn more & register: https://www.fisher-wealthmanagement.com/expand-your-financial-knowledge-in-pittsboro/ 👈

Join our upcoming financial education series at Central Carolina Community College Looking to make smarter financial decisions with confidence? Join financial advisors Craig Smith and Reid Bolinger for three practical, easy-to-understand classes designed to help you plan for the future, preserve you...

05/20/2026

This concern comes up often when families talk about college costs.

Financial aid formulas can feel unclear, which leads to assumptions that savings work against you.

Knowing how different assets are treated can help you plan with more confidence 📘

We break this myth down in more detail here: https://www.fisher-wealthmanagement.com/college-savings-made-simple-the-truth-behind-common-529-misconceptions/ 🎓

05/19/2026

Our graduation celebrations continue with one of the youngest members of our extended Fisher Wealth family! 🎓

Help us congratulate Jess’s son Tatum, who is graduating from Graham Presbyterian Play School Pre-K and getting ready for kindergarten this fall! When you ask about his future plans…Tatum has his sights set on becoming an MLB baseball player ⚾. We love dreaming big around here!

Way to go, Tatum! We’re cheering you on every step of the way! 💙