
Revamp Your Fitness Routine
Switch up your workout routine with a challenging “prison yard style” workout like the one outlined by Jon Wilde on GQ.com, aiming for a faster completion time with each attempt.
Switch up your workout routine with a challenging “prison yard style” workout like the one outlined by Jon Wilde on GQ.com, aiming for a faster completion time with each attempt.
Indulge in the NBA’s Guilty Pleasure: The Peanut Butter and Jelly Sandwich Craze!
In our daily schedules, there’s a crucial “Magic Window” where we decide our priorities. If you’d rather not handle financial complexities during this time, hiring a planner can streamline your journey and save you time.
While simplicity suffices in the beginning, a financial planner can offer clarity and guidance as complexities arise, saving time and reducing stress.
What can you gain from working with a financial planner, what are you missing?
Crafting a Solid Financial Blueprint to
Secure Your Financial Future.
Ensure your loved ones are cared for and maintain peace of mind during the holidays and beyond by organizing key estate planning documents like wills, trusts, powers of attorney, and medical directives.
Diversifying your investments across three distinct “buckets” – Tax-Free, Tax-Deferred, and Taxable – ensures financial resilience and optimizes your tax strategy for future stability.
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.
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.
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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.