Insights

Unplugged: My Favorite Things

Unplugged: My Favorite Things

Unplugged: My Favorite Things Before anyone asks, yes-I also love God, my family, and my dogs.  All were omitted from my list to hopefully provide a deeper look behind the curtain. #charlotte #financialplanning #medicaldevicesales #executivesandmanagement LPL Tracking...

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Financial Planning Tetris

Financial Planning Tetris

Financial planning is the game of Tetris.  At the beginning, the game moves at a slow pace.  It is relatively easy to see the right way to put the pieces together. Soon, the pieces keep coming faster and faster.  The game gets substantially harder. Financial planning...

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Pac Man:  Financial Planning Edition

Pac Man: Financial Planning Edition

Ghosts (taxes, healthcare, and your own behavior) are chasing you around the screen.  However, you can power up by collecting the fruits of tax planning, investment management, employee benefits, insurance planning, and estate planning. The winning prize is a...

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Donkey Kong:  Financial Planning Edition

Donkey Kong: Financial Planning Edition

Donkey Kong keeps throwing barrels at you (the news, taxes, healthcare, inflation, behavior, and your expenses). Climb the ladder and get to your hammer (your financial planner) to start smashing those barrels and working towards your dreams. Keep climbing and don’t...

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Mario Brothers: Financial Planning Edition

Mario Brothers: Financial Planning Edition

Power up by building your financial plan. Automate your savings plan. Monitor your plan. Reach Financial Independence! #financialplanning #charlotte #medicaldevicesales #executivesandmanagement #mariobrothers LPL Tracking #1-05180448

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The One Thing

The One Thing

I was recently asked, “If you could go back and give yourself one piece of investment advice after graduating college, what would it be?” My answer:  Automate your savings of at least 10%. Bonus:  Adjust your savings as you begin to earn more. Bonus 2:  Pretend the...

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Financial Planning:  Timeline Variants

Financial Planning: Timeline Variants

I recently watched the show Loki on Disney Plus and there is a lot of discussion surrounding timeline variants. I think too often we have the expectation the creating a financial plan is a one time or linear event. This could not be further from the truth.  Financial...

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If You Had a Million Dollar Idea, Could You Fund It?

If You Had a Million Dollar Idea, Could You Fund It?

Where do you go when you need to access money? I think it is paramount in any great financial plan that you proactively think about “access.” Some locations are not efficient (401k, Traditional IRA, or Annuities) because taxes or penalties may apply. Popular locations...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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