When a Windfall Comes Your Way
Dec 1, 2021
Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with jealousy or envy. You may also deal with grief or stress, as a lump sum may be linked to a death, a divorce, or a pension payout decision. (more…)
Tags: Certified Financial Planner Charlotte NC, charlotte NC, financial advisor charlotte nc, Financial Planning, Investment Planning, Personal Finance, Retirement Tax Savings, Wealth Building
2022 Contribution Limits
Nov 24, 2021
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc, Personal Finance, tax guide, Tax Planning
Bond Purchases: When Bad News is Good News
Nov 22, 2021
Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Personal Finance
Wise Decisions with Retirement in Mind
Nov 1, 2021
In retirement, some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Personal Finance, retirement, Retirement Planning
Estate Taxes May Be Amended Soon
Oct 29, 2021
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, Investment Planning, Investments, Personal Finance, Tax Planning, tax season guide, taxes
Government Debt Goes on a Roller Coaster Ride
Oct 6, 2021
Debates over government debt, taxes, and infrastructure have captured the attention of the nation this week. All eyes are on Washington and Wall Street as these events play out, with potentially far-reaching consequences that seem to shift hour by hour. (more…)
Tags: Current Events, financial advisor charlotte nc, Personal Finance
The Bull Market Continues … For Now
Sep 15, 2021
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened with very little volatility, as the S&P 500 hasn’t had so much as a 5% pullback since last October. (more…)
Tags: Certified Financial Planner Charlotte NC, Current Events, financial advisor charlotte nc, Investment Planning, Personal Finance
401(k) Millionaires
Sep 1, 2021
Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. (more…)
Tags: Personal Finance, retirement, Retirement Planning, Retirement Tax Savings
Distracted Americans During Covid
Aug 30, 2021
Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. (more…)
Tags: Current Events, Personal Finance
The Federal Reserve Can’t Keep a Secret
Aug 27, 2021
If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.
In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. (more…)
Tags: financial advisor charlotte nc, Investing, Investment Portfolio, Personal Finance
More Insights
Jul 9, 2025
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.
Jul 7, 2025
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”
Jun 20, 2025
Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
Jun 18, 2025
During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake … Continue reading “Why Long Term Investing Beats Selling in Volatile Times”
Jun 16, 2025
Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.
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