Diversifying your investments across three distinct “buckets” – Tax-Free, Tax-Deferred, and Taxable – ensures financial resilience and optimizes your tax strategy for future stability.
Revisit long-term care planning for better solutions and peace of mind for you and your family.
As we bring in the new year, let’s take a look at roth conversions, asset location, and calculating your risk.
Are you doing what it takes to protect your finances from the barbarians?
To end the year on a high note, we created a Financial Advent Calendar filled with 25 Financial Planning gifts to enjoy this Advent season with friends and family.
Recently, I’ve been fielding a range of inquiries revolving around a common question: “Should I invest my emergency funds because rates are low?” The unequivocal answer is “No.”
The opening line of Jim Collins’ book emphasizes how settling for “good” can hinder achieving greatness, a concept applicable to various aspects of life, including diet, fitness, and financial planning.
High earners should follow H.A.I.L: Maximize HSA, leverage Roth options, secure a line of credit, consider cash value life insurance, and prioritize employer-matched pre-tax investments for optimal financial allocation.
Balance your portfolio like choosing vehicles for different terrains – from high-flying tech giants to steady staples like Hershey and Coca-Cola.
From home equity lines of credit to borrowing against investment accounts, having these options ready can offer flexibility and potentially prevent unnecessary taxes on investments.
Stay ahead of the game with the Roth Revolution—because when opportunity knocks, readiness is everything!
Segmenting your money into different “buckets” based on purpose ensures better decision-making, prioritizing safety and liquidity over growth in short-term allocations.
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.
