Proximity Financial Partners

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Proximity Financial Partners We are Proximity Financial Partners. First we listen. Then we plan.

One of the things I think about when helping someone build a financial plan is whether their money is actually available...
10/01/2026

One of the things I think about when helping someone build a financial plan is whether their money is actually available when they need it.

Because life happens. A home repair, an unexpected expense, a job change, or even an opportunity you didn’t see coming can change the plan.

That’s where liquidity matters. Having money you can access without disrupting your long-term investments can give you room to handle the unexpected without adding unnecessary financial stress.

It’s not about keeping everything in cash. It’s about making sure your financial plan gives you flexibility when life doesn’t go exactly as expected.

That kind of flexibility is an important part of feeling confident about your financial future.

Life has a way of changing when we least expect it. Having a solid financial foundation can make those changes a little ...
09/29/2026

Life has a way of changing when we least expect it. Having a solid financial foundation can make those changes a little easier to navigate.

A financial safety net is about more than an emergency fund. Savings, insurance, debt, and accessible assets can all work together to give you something valuable: options.

There’s no one-size-fits-all number or formula. The right safety net should fit your life, your responsibilities, and the goals you’re working toward.

A little preparation today can go a long way toward creating more flexibility for tomorrow.

Read more: https://proximityfp.com/2026/09/25/financial-safety-net/

One of the things that can catch retirees off guard is realizing that their Medicare costs can be influenced by their in...
09/24/2026

One of the things that can catch retirees off guard is realizing that their Medicare costs can be influenced by their income.

It’s easy to think of Medicare as having a set monthly cost. But for some retirees, the amount they pay can increase based on their income from two years earlier.

That means a large withdrawal, Roth conversion, capital gain, or other income could have an impact beyond the year it occurs. This is where thoughtful planning can make a difference.

Medicare costs shouldn’t be looked at in isolation. They’re one piece of a larger retirement picture that includes taxes, Social Security, investment withdrawals, and your overall income strategy.

The goal isn’t simply to pay less. It’s to understand how today’s financial decisions could affect tomorrow’s costs and make those decisions intentionally.

That’s what good financial planning is about: looking ahead, asking the right questions, and helping you feel confident about the path you’re taking.

Excited about our new apparel from my friend Josh Horvath at Hawthorne StudioJosh did a great job bringing these pieces ...
09/21/2026

Excited about our new apparel from my friend Josh Horvath at Hawthorne Studio

Josh did a great job bringing these pieces together, and Evan and I are having fun putting them to use.

Thanks for making us look good!

When someone you love needs more help, life can start to look different. Your time, priorities, and even your financial ...
09/17/2026

When someone you love needs more help, life can start to look different. Your time, priorities, and even your financial decisions may begin to shift.

That’s why it’s worth taking a step back and looking at the bigger picture. Understanding what you can realistically take on can help you make thoughtful choices without losing sight of your own goals.

A little planning can go a long way when life takes an unexpected turn.

Read more: https://proximityfp.com/2026/09/17/financial-impact-of-caregiving/

One thing I’ve noticed over the years is that people often focus on what needs to be fixed in their financial lives.But ...
09/15/2026

One thing I’ve noticed over the years is that people often focus on what needs to be fixed in their financial lives.

But sometimes, there are opportunities sitting right in front of you that simply haven’t been considered yet.

A change in your goals, income, taxes, or family situation can open the door to new possibilities. It’s worth taking a step back and asking: What am I not seeing?

Read more: https://proximityfp.com/2026/09/10/are-you-leaving-opportunities-untouched/

A great day in Boston with Graham Ashe!I had the opportunity to attend the Boston vs. Angels game at Fenway Park. Thanks...
09/10/2026

A great day in Boston with Graham Ashe!

I had the opportunity to attend the Boston vs. Angels game at Fenway Park. Thanks to The Cason Group for inviting me to visit with MassMutual. It was a great chance to connect, learn some advanced planning techniques, and enjoy one of baseball’s most historic ballparks.

The last time I was at Fenway was 37 years ago. Safe to say, it was pretty special to be back!

When should you take Social Security? There’s a lot of advice out there, but the answer isn’t always as simple as choosi...
09/08/2026

When should you take Social Security? There’s a lot of advice out there, but the answer isn’t always as simple as choosing an age.

For some, claiming earlier may provide the income and flexibility they need. For others, waiting could mean a larger benefit and more guaranteed income later in retirement.

The important part is understanding how that decision fits with everything else: your savings, investments, taxes, family, and the retirement you want to enjoy.

Social Security is just one piece of the puzzle, but when the pieces work together, the bigger picture becomes much clearer.

Learn more: https://proximityfp.com/2026/09/08/when-should-you-claim-social-security/

When it comes to your financial future, trust should never be a question. At Proximity Financial Partners, being a fiduc...
09/03/2026

When it comes to your financial future, trust should never be a question. At Proximity Financial Partners, being a fiduciary means every recommendation is made with one goal in mind: what's best for you.

Whether you're preparing for retirement, growing your wealth, navigating major life decisions, or managing a business, we believe financial advice should be personal, transparent, and built around your goals. That's why we take the time to listen first, understand what matters most to you, and create a plan designed to help you move forward with confidence.

If you're looking for a financial partner who puts your interests first, we're here to help.

Learn more: https://proximityfp.com/fiduciary-financial-advisor-in-raleigh-nc/

The transition into fall can be a good reminder to slow down and check in with your financial life.Not because something...
09/01/2026

The transition into fall can be a good reminder to slow down and check in with your financial life.

Not because something is necessarily wrong, but because life rarely stays exactly the same. Priorities shift, expenses change, and the goals that felt most important at the beginning of the year may look a little different now.

A thoughtful review can help bring those changes into focus. Look at where you’re saving, what you’re spending, how your investments are positioned, and whether the progress you’re making still lines up with what you want for the years ahead.

Most importantly, give yourself room to consider what has changed beyond the numbers. Your financial plan should reflect your life, not the other way around.

Before fall gets busy, take a little time to make sure your plan still feels right for where you are today and where you hope to go next.

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Raleigh, NC
27615

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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