The One-Page Financial Plan
A 1-Page Financial Plan streamlines your goals, offers clear steps, saves time, reduces stress, and addresses major financial questions proactively.
April 1, 2021
A 1-Page Financial Plan streamlines your goals, offers clear steps, saves time, reduces stress, and addresses major financial questions proactively.
Balancing college savings and retirement planning means prioritizing your financial independence, benefiting both you and your children in the long run.
Market dips can be opportunities for strategic moves like converting depreciated securities to a Roth IRA, but navigating taxes and long-term growth requires expert guidance from a Financial Planner.
Starting with a goal of a $1,000 monthly mortgage payment, strategic planning reveals options like a $300k home purchase with a $70k down payment, showcasing the importance of foresight in financial decisions.
Like training for a marathon, achieving financial stability starts with consulting a financial planner for assessment and actionable steps, emphasizing ongoing support in the journey.
Consider the tax benefits: accumulating funds in an after-tax 401k versus a direct rollover to a Roth IRA offers different retirement outcomes, emphasizing the importance of long-term planning.
Minors can have Roth IRAs, allowing them to contribute 100% of earned income up to $6,000 annually, offering a substantial head start towards financial independence, with penalty-free access to contributions.
Financial planning is about achieving your goals, not just investment returns, emphasizing the importance of aligning finances with your aspirations.
Our one-page financial plan simplifies the process, saving time, reducing stress, and helping you pursue your goals effectively, providing clarity and actionable steps for your financial journey.
Never attend high-pressure timeshare presentations promising unbeatable travel deals; if it sounds too good to be true, it probably is.
Understanding what happens if you pass away before a bond or CD matures is vital, as options like the Death Put can protect your beneficiaries from losses and ensure they receive the full value of the investment.
Avoid tapping into retirement savings prematurely to prevent a costly mistake, exemplified by a man facing a hefty 50% tax hit on a $200k IRA withdrawal for a condo purchase, stressing the importance of resisting impulsive financial decisions.
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Charlotte, NC 28277
We serve clients in our Charlotte, North Carolina office and virtually throughout the country.
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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.