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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.