Blog Schedule an Appointment with a Financial Advisor Schedule an Appointment with a Financial Advisor Search by category: Business Ownership Charitable Giving College Planning Estate Planning Financial Planning Investing Market Insights Retirement Planning Tax Planning Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Estate Planning, Tax Planning, Charitable Giving Katie Johansson 10/2/25 Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Estate Planning, Tax Planning, Charitable Giving Katie Johansson 10/2/25 Why Consumers Are Spending More Despite Economic Worries Read More Financial Planning, Retirement Planning, College Planning, Charitable Giving, Business Ownership, Tax Planning, Estate Planning, Investing Katie Johansson 9/29/25 Financial Planning, Retirement Planning, College Planning, Charitable Giving, Business Ownership, Tax Planning, Estate Planning, Investing Katie Johansson 9/29/25 AI’s Role in Economy: Job Market & Business Boost Read More Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/26/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/26/25 Celebrating National North Carolina Day: September 28th Read More Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Charitable Giving, Estate Planning, Tax Planning Katie Johansson 9/23/25 Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Charitable Giving, Estate Planning, Tax Planning Katie Johansson 9/23/25 Retirement Planning: Why Small Steps Today Matter Read More Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/22/25 Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/22/25 Common Tax Mistakes and Considerations to Help Avoid Them Read More Financial Planning, Retirement Planning, Investing, College Planning, Tax Planning Katie Johansson 9/22/25 Financial Planning, Retirement Planning, Investing, College Planning, Tax Planning Katie Johansson 9/22/25 Why Kids and Teens Should Start Saving and Investing Early Read More Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/18/25 Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/18/25 5 Smart Considerations For Your Retirement Income Read More Financial Planning, Tax Planning, Estate Planning, Investing, Retirement Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/18/25 Financial Planning, Tax Planning, Estate Planning, Investing, Retirement Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/18/25 Beneficiaries Matter: Why You Should Review Them Regularly Read More Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership, Investing Katie Johansson 9/16/25 Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership, Investing Katie Johansson 9/16/25 The OBBA: For Businesses, Investors, and Your Finances Read More Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/16/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/16/25 Protect What You’ve Built for Future Generations Read More Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/15/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/15/25 15 Reasons Gen Z Is Redefining the Rules of Work Generation Z is redefining work. Read More Retirement Planning, Investing, Financial Planning, Tax Planning, Estate Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/12/25 Retirement Planning, Investing, Financial Planning, Tax Planning, Estate Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/12/25 September is Life Insurance Awareness Month Read More Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, College Planning, Charitable Giving, Business Ownership Katie Johansson 9/12/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, College Planning, Charitable Giving, Business Ownership Katie Johansson 9/12/25 Pet Insurance: Protecting Both Your Pet and Your Finances Read More Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Business Ownership, Charitable Giving, College Planning, Investing Katie Johansson 9/12/25 Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Business Ownership, Charitable Giving, College Planning, Investing Katie Johansson 9/12/25 Understanding Roth Conversions: What You Need to Know Read More Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/11/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/11/25 How to Spot—and Potentially Stop—Financial Scams Before They Happen Read More Financial Planning, Retirement Planning, Investing, Tax Planning, Business Ownership, Estate Planning, Charitable Giving, College Planning Katie Johansson 9/11/25 Financial Planning, Retirement Planning, Investing, Tax Planning, Business Ownership, Estate Planning, Charitable Giving, College Planning Katie Johansson 9/11/25 Polyworking: Why More People Are Juggling Multiple Careers Read More Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/11/25 Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/11/25 Student Debt: Reshaping Retirement Readiness Read More Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/11/25 Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/11/25 How to Spot—and Avoid—Common Financial Scams Read More Financial Planning, Retirement Planning, College Planning, Business Ownership, Tax Planning, Estate Planning Katie Johansson 9/10/25 Financial Planning, Retirement Planning, College Planning, Business Ownership, Tax Planning, Estate Planning Katie Johansson 9/10/25 Thinking About a Career Change? 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Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Estate Planning, Tax Planning, Charitable Giving Katie Johansson 10/2/25 Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Estate Planning, Tax Planning, Charitable Giving Katie Johansson 10/2/25 Why Consumers Are Spending More Despite Economic Worries Read More
Financial Planning, Retirement Planning, College Planning, Charitable Giving, Business Ownership, Tax Planning, Estate Planning, Investing Katie Johansson 9/29/25 Financial Planning, Retirement Planning, College Planning, Charitable Giving, Business Ownership, Tax Planning, Estate Planning, Investing Katie Johansson 9/29/25 AI’s Role in Economy: Job Market & Business Boost Read More
Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/26/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/26/25 Celebrating National North Carolina Day: September 28th Read More
Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Charitable Giving, Estate Planning, Tax Planning Katie Johansson 9/23/25 Financial Planning, Retirement Planning, Investing, Business Ownership, College Planning, Charitable Giving, Estate Planning, Tax Planning Katie Johansson 9/23/25 Retirement Planning: Why Small Steps Today Matter Read More
Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/22/25 Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, Charitable Giving, College Planning Katie Johansson 9/22/25 Common Tax Mistakes and Considerations to Help Avoid Them Read More
Financial Planning, Retirement Planning, Investing, College Planning, Tax Planning Katie Johansson 9/22/25 Financial Planning, Retirement Planning, Investing, College Planning, Tax Planning Katie Johansson 9/22/25 Why Kids and Teens Should Start Saving and Investing Early Read More
Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/18/25 Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Investing, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/18/25 5 Smart Considerations For Your Retirement Income Read More
Financial Planning, Tax Planning, Estate Planning, Investing, Retirement Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/18/25 Financial Planning, Tax Planning, Estate Planning, Investing, Retirement Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/18/25 Beneficiaries Matter: Why You Should Review Them Regularly Read More
Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership, Investing Katie Johansson 9/16/25 Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership, Investing Katie Johansson 9/16/25 The OBBA: For Businesses, Investors, and Your Finances Read More
Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/16/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/16/25 Protect What You’ve Built for Future Generations Read More
Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/15/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/15/25 15 Reasons Gen Z Is Redefining the Rules of Work Generation Z is redefining work. Read More
Retirement Planning, Investing, Financial Planning, Tax Planning, Estate Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/12/25 Retirement Planning, Investing, Financial Planning, Tax Planning, Estate Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/12/25 September is Life Insurance Awareness Month Read More
Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, College Planning, Charitable Giving, Business Ownership Katie Johansson 9/12/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, College Planning, Charitable Giving, Business Ownership Katie Johansson 9/12/25 Pet Insurance: Protecting Both Your Pet and Your Finances Read More
Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Business Ownership, Charitable Giving, College Planning, Investing Katie Johansson 9/12/25 Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Business Ownership, Charitable Giving, College Planning, Investing Katie Johansson 9/12/25 Understanding Roth Conversions: What You Need to Know Read More
Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/11/25 Financial Planning, Retirement Planning, Investing, Estate Planning, Tax Planning, Business Ownership, College Planning, Charitable Giving Katie Johansson 9/11/25 How to Spot—and Potentially Stop—Financial Scams Before They Happen Read More
Financial Planning, Retirement Planning, Investing, Tax Planning, Business Ownership, Estate Planning, Charitable Giving, College Planning Katie Johansson 9/11/25 Financial Planning, Retirement Planning, Investing, Tax Planning, Business Ownership, Estate Planning, Charitable Giving, College Planning Katie Johansson 9/11/25 Polyworking: Why More People Are Juggling Multiple Careers Read More
Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/11/25 Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, Business Ownership, College Planning Katie Johansson 9/11/25 Student Debt: Reshaping Retirement Readiness Read More
Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/11/25 Financial Planning, Investing, Retirement Planning, Estate Planning, Tax Planning, College Planning, Business Ownership, Charitable Giving Katie Johansson 9/11/25 How to Spot—and Avoid—Common Financial Scams Read More
Financial Planning, Retirement Planning, College Planning, Business Ownership, Tax Planning, Estate Planning Katie Johansson 9/10/25 Financial Planning, Retirement Planning, College Planning, Business Ownership, Tax Planning, Estate Planning Katie Johansson 9/10/25 Thinking About a Career Change? Here’s Some Helpful Hints Read More
Financial Planning, Retirement Planning, Estate Planning, Investing, Tax Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/10/25 Financial Planning, Retirement Planning, Estate Planning, Investing, Tax Planning, Charitable Giving, College Planning, Business Ownership Katie Johansson 9/10/25 Understanding Market Indices: Benchmarks Behind “The Market” Read More