The Link Between Health, Wealth, and Family
Prioritize Your ‘Why’ with Investing in Health and Wealth for Your Loved Ones’ Sake.
August 25, 2021
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Prioritize Your ‘Why’ with Investing in Health and Wealth for Your Loved Ones’ Sake.
Using multiple investment firms may seem wise, but it often leads to confusion and suboptimal results, emphasizing the importance of consolidating financial planning efforts for better outcomes.
72T distributions enable penalty-free IRA withdrawals before age 59 ½, but require meticulous calculation and professional guidance.
Fine-tuning your financial plan, like tuning a guitar, is crucial for long-term success, adapting to changing tax laws, contributions, and evolving goals with flexibility.
A 1-Page Financial Plan streamlines your goals, offers clear steps, saves time, reduces stress, and addresses major financial questions proactively.
Balancing college savings and retirement planning means prioritizing your financial independence, benefiting both you and your children in the long run.
Consider the tax benefits: accumulating funds in an after-tax 401k versus a direct rollover to a Roth IRA offers different retirement outcomes, emphasizing the importance of long-term planning.
Our financial planning process includes a discovery meeting, data gathering, brainstorming ideas, presenting your One-Page Financial Plan, executing the plan, and ongoing monitoring.
The rise of the Roth 401k prompts a key decision: pay taxes now or later?
Financial freedom is a number that’s unique to all of us, so let’s take a look at how you find yours.
Segmenting your money into different “buckets” based on purpose ensures better decision-making, prioritizing safety and liquidity over growth in short-term allocations.
Explore strategies like Roth accounts and annuities to hedge against future tax rates, ensuring tax diversification and securing your financial future.
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.