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
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Surprises
Making the most of surprises is a great reason to work with us.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?