Archive | January, 2014

I’m On The Radio!

Tune in to your Lake Norman Money Maven!  #LKNMoneyMaven You may not be aware that I have been hosting my own radio show since October of 2012.  Approached by the station owner I created a show focusing on bringing together all things financial in an understandable, useful way.  Financial Strategies for Life – No complicated […]

Read full story Comments are closed
financially fit 2

Get “$” Fit Challenge- January

The inheritance no one wants… We as a society get all worked up about the items we’ll inherit if a loved one dies. The china, jewelry, furniture, automobiles, art and houses become minute when it comes to this unexpected inheritance. This inheritance is one not usually discussed in families. Have you figured out when I’m […]

Read full story Comments are closed

Martin Luther King Jr. Day

I grew up during the civil rights movement and remember seeing Martin Luther King Jr. give his speeches on the television. He showed a nation what inspiration and passion for a common goal could do. This movement and equal rights in general remain important events in my life. I may be a financial planner who wants to […]

Read full story Comments are closed

Do You See Gloom?

I was out in California in early December with my Son. While I was there I read an article named Everything Is Amazing and Nobody Is Happy. The article covered many great points about how we as a society take positive events or news and turn them into something negative. In the article, the author […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.