Challenging the conventional wisdom of ‘higher risk, higher return,’ and aligning investment strategies with personal risk tolerance, emphasizing the importance of balancing comfort and growth potential while redefining traditional notions of risk and return.
Unlock the transformative power of mindfulness to reduce stress, enhance focus, and foster resilience, with practical tips for integrating mindfulness into your daily routine and experiencing greater fulfillment and success.
Discover actionable strategies for mitigating the diverse impacts of inflation, from adjusting spending habits to exploring investments, empowering readers to preserve purchasing power and financial stability amidst changing economic landscapes.
Actionable advice for investors, advocating clear communication, strategic adjustments, and emotional resilience to safeguard financial health in uncertain times, empowering readers to navigate market complexities with confidence.
Embrace the liberation of remote work as we explore its transformative impact, from bidding farewell to exhausting commutes to welcoming enhanced productivity, well-being, and work-life balance.
Embark on your wedding planning journey with financial mindfulness, steering clear of debt by prioritizing spending and embracing creativity to ensure a meaningful start to your married life.
Challenge conventional views on academic success and wealth attainment, and advocating for alternative paths to success beyond the traditional education system.
Revealing how self-employment often leads to greater job satisfaction and cautioning against prioritizing financial independence over long-term fulfillment and post-retirement plans.
Discover essential investment advice, including automating savings at 10% and strategies for increasing savings.
Explore the fluidity of financial planning, akin to the show Loki, highlighting the importance of adaptability, emergency funds, and ample assets to navigate life’s uncertainties with confidence.
Discover the importance of easy access to funds in financial planning, exploring options like Roth IRAs, cash value life insurance, investment accounts, and home equity lines of credit, all with their pros and cons, to better handle financial needs.
Learn the essentials of crafting a strong investment portfolio, focusing on asset location, allocation, and selection, while prioritizing tax efficiency and diversification, and leveraging financial expertise for optimal results.
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.
