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
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.