Understanding Today’s Financial Environment
Welcome to Lake Norman Financial Consulting. Whether you goal is saving for retirement, college savings, estate planning, or finding affordable life insurance and disability insurance, I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (704) 530-1072.
Helpful Content
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Saving for College 101
Here's a crash course on saving for college.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.