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
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.