Understanding Today’s Financial Environment
Welcome, I’m Charles Lineberger, a CERTIFIED FINANCIAL PLANNER (R) professional in Cramerton, North Carolina.
Small to midsized businesses ask for our help when they are concerned about the cost and performance of their 401(k) plan, or their employee benefits costs are out of control, or the owners realize they haven’t planned out what would happen with the business when they retire, die or are unable to work anymore.
Individuals rely on us to help them plan for a comfortable retirement, or manage their investments, or improving the probability of meeting their financial goals.
We have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 704-867-3628.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Six overlooked tax deductions to help manage your tax bill.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Do you have an estate strategy? You should.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
Women must be ready to spend, on average, more years in retirement than men.