Long-Term Investment Planning
Staying invested for the long term, highlighting historical trends and the unpredictability of short-term returns.
July 25, 2023
Staying invested for the long term, highlighting historical trends and the unpredictability of short-term returns.
Exploring financial implications, advising on investments like dividends and real estate, emphasizing healthcare planning, strategic income growth, and intergenerational wealth creation.
Inspired by resilience in ‘Rocky,’ we reassure clients amidst uncertainty, emphasizing the importance of commitment to financial plans, offering support to navigate challenges and achieve long-term success together.
Unlocking the secrets of financial planning, breaking it down into six vital questions, covering essentials like life insurance and retirement funding, offering tailored solutions and real-life insights to guide you towards financial independence.
Embracing the spirit of Thanksgiving, celebrating the blessings of meaningful connections, personal anecdotes, and the fulfilling journey of financial planning, inspiring readers to cherish gratitude amidst life’s challenges.
The secrets to balancing the intricate dynamics of caring for aging parents and children while prioritizing self-care, financial planning, and safeguarding your family’s future with confidence and tranquility.
Learning more about myself so you can learn more about yourself.
Learn the reality of college athletic scholarships and the importance of starting early to save for your child’s education.
Did you know dog ownership correlates with better heart health, reduced depression, and increased safety? 🐾
Regular brisk indoor walks offer numerous health benefits, including weight management and mood enhancement, alongside enjoyable activities like chatting with friends or watching Netflix.
Explore how strategic retirement planning can lead to significant tax savings with the stories of the Averys and the Bradleys, showcasing the benefits of allocation between traditional 401(k)s and Roth IRAs.
11215 N. Community House Rd.
Woodward Building – Suite 775
Charlotte, NC 28277
We serve clients in our Charlotte, North Carolina office and virtually throughout the country.
Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.