Financial Strategies of Lake Norman, Inc.

11/03/2026

When you vote, it expresses a commitment to ourselves, to one another, and to our country. Exercise your right and create a stronger democracy for one and all. Get out and vote!

11/01/2026

Enrolling in Medicare is a big step. But it shouldn't be your last as far as healthcare is concerned. A set-it-and-forget-it attitude can cost you more than you think. Plans change, as does your health. Now is the time to re-shop your healthcare choices and ensure you’re enrolled in the plan that best fits your needs.

https://www.nerdwallet.com/article/insurance/medicare/best-medicare-advantage-plans

10/31/2026

May your Halloween be filled with tricks, treats, and everything sweet! Boo to you from our crew - have a Happy Halloween!

10/30/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

10/29/2026

As the leaves fall, so can your market risk. Now’s the perfect time to focus on your financial future. With annuities, you can enjoy reduced market exposure and increased retirement income. Let us guide you with safe accumulation strategies to help you secure your future.

10/28/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

10/27/2026

👉30 years in Mooresville & a brand-new website! 🚀
Thank you for being a part of our story for the last 30 years. We look forward to continuing to serve you.
Big news in Mooresville! 🚀 2026 marks our 30th year in business, and we are celebrating with a major digital upgrade.
A lot has changed since we first opened our doors in 1996. We launched our very first website back in 1999, and after many different versions and upgrades over the last 25 years to keep up with changing technology, we’ve just rolled out our latest and most advanced website yet! 🎉
We built this newest version from the ground up to be your ultimate financial go-to resource. Here is a quick look at what’s waiting for you:
💻 Direct Client Access – Quick links to your online portals.
🧮 Interactive Tools – Helpful financial calculators.
🎙️ Expert Insights – Our weekly financial podcast, educational videos, and articles.
📸 Our Journey – A photo timeline of our 30-year history under the "About Us" page (our personal favorite!).
Take a look around, check out our updated logo, and don't forget to save us to your favorites!
👉 www.fsln.com
Thank you, Mooresville, for being a part of our story for three incredible decades. Here’s to the next 30! 🥂

10/26/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

10/23/2026

These 6 things might make your next return a prime target for an IRS audit.

10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.