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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Rightsizing for Retirement
What does your home really cost?