In a recent consult, ‘Kevin,’ a high-achieving 50-year-old, uncovered a -55% year-to-date loss in his trading account—could this be the wake-up call you need to reassess your investment strategy?
As market noise grows, could unwavering commitment to your financial blueprint be the key to navigating turbulent times?
Wondering how to fund your kids’ college education? Join me as we explore the ins and outs of the 529 College Savings Plan and other options.
A successful couple face a crucial financial concern regarding protecting their income in case of unexpected disruptions.
Could a routine financial planning session unveil gaps in your family’s financial security, leaving you vulnerable to life’s unexpected twists and turns?
How can you ensure your financial plan stays resilient in the face of unpredictable market swings?
Laugh along with “Uncle Rico’s” investment antics this Thanksgiving, but don’t forget the serious lesson, a steady financial plan beats risky moves any day.
Does eliminating debt and securing your financial future, prove strategic planning brings financial freedom?
Discover diverse discussions, from real estate to retirement and debt management, guiding you to optimize your financial strategy amid market shifts.
Sticking to your plan and thinking about the long term can help you deal with ups and downs in the stock market and build wealth for the future.
Emphasizing the need for tough choices and steadfast guidance to forge a fulfilling future through financial planning.
The crucial connection between financial planning and personal aspirations looking towards retirement.
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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.