Fisher Wealth Management

10/10/2026

Happy Birthday to Rick Fisher! 🎉

Rick is known for leading Fisher Wealth Management with dedication and heart, but there's a lot more to him than financial planning.

A lifelong North Carolina resident, Rick lives in Chapel Hill with his wife, Laura, daughter Candace, and son Conrad. Together, they enjoy traveling, snow skiing, boating, golfing, and staying active in their community through First Presbyterian Church in Burlington.

A few fun facts you may not know about Rick: 🎭 He performed "Beauty School Dropout" in his high school's production of Grease. 🪂 He's completed the two highest bungee jumps in the world. ❤️ His wife, Laura, was actually his trainer when he entered the investment business.

Join us in wishing Rick a very happy birthday and a year filled with family, adventure, and continued success! 🎂🎈

10/08/2026

Many people assume long-term care insurance is only necessary for those concerned about covering future care expenses. However, for affluent individuals and families, it can also play an important role in preserving assets, protecting a legacy, and creating greater flexibility within a financial plan.

Understanding your options today can help you make more informed decisions for tomorrow. Read the full blog to learn how long-term care planning may fit into your overall wealth management strategy: https://www.fisher-wealthmanagement.com/blog/

10/06/2026

As the seasons shift, it's a great time to pause and reflect on whether your financial plan still aligns with your goals. From career changes and growing families to retirement planning and legacy considerations, life rarely stays the same for long.

If you've experienced changes this year, contact us to discuss how your financial strategy can evolve alongside your life: https://www.fisher-wealthmanagement.com/

10/02/2026

A smile may be simple, but it can have a meaningful impact. On World Smile Day, we're celebrating the power of kindness, connection, and the small moments that brighten someone's day. 😊

10/01/2026

Financial Planning Month is the perfect time to ask yourself: Are your financial goals still aligned with your life today?

Life changes, priorities shift, and your financial plan should evolve right along with them. Taking time for a review can help ensure you're staying on track and making the most of the opportunities ahead.

If it's been a while since you've revisited your plan, let's connect: https://www.fisher-wealthmanagement.com/contact/

10/01/2026

Help us wish Heather Wilson a very happy birthday! 🎂

Heather joined Fisher Wealth Management in 2019 and brings more than 19 years of financial industry experience to our team. When she's not supporting our clients, she enjoys cheering on her daughters, Avery and Sydney, spending time at the beach, snow skiing, and making memories with her husband of more than 25 years, Brad. Their family also includes a lovable French Bulldog named Dempsey!

Join us in celebrating Heather's special day! 🎉

09/29/2026

The countdown is on! 🎉

Our Annual Referral Celebration is back this October, and we're excited to once again celebrate the relationships that make our work so meaningful.

Referrals are one of the greatest compliments we receive, and we're grateful for every introduction to a friend, family member, or colleague who may benefit from a conversation.

09/24/2026

529 plans have come a long way.

Originally designed to help families save for education, today's 529 plans can also provide meaningful estate and tax planning advantages, making them a valuable tool for parents, grandparents, and multi-generational families.

The right strategy can help support future educational goals while creating opportunities for long-term wealth transfer.

Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.

09/23/2026

🎵 Tumble outta bed and stumble to the book drive... 📚

Our Children's Book Drive honoring Dolly Parton is coming to a close on September 25!

Help us make a difference by donating new or gently used children's books for local young readers. Plus, for every book received, a donation will be made to Dolly Parton's Imagination Library.

📚 Drop off your books before it's time to clock out on this year's drive!

09/22/2026

Hello, Fall! 🍂

A new season reminds us that change can be beautiful. As the leaves begin to turn and temperatures cool, it's the perfect time to slow down, reflect on your goals, and prepare for what's ahead.

Wishing you a wonderful first day of fall filled with family, friends, and your favorite autumn traditions.