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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn about the rise of Impact Investing and how it may benefit you.
Reasons to retain your coverage into your retirement years.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Five creative (and inexpensive) ideas for motivating your employees.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn about the difference between bulls and bears—markets, that is!
When should you take your Social Security benefit?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?