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Benefit Partners, Inc.


102 Hidden Pastures Drive, Suite 206
Cramerton, North Carolina 28032
(704) 867-3628
charles@benefitpartnersonline.com

It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

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.

Helpful Content

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U.S. Personal Savings Rate

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Asset Allocation

Asset Allocation

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Important Birthdays Over 50

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Variable Universal Life Insurance

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A Look at Systematic Withdrawals

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Comparing Investments

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Historical Inflation

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Enter various payment options and determine how long it may take to pay off a credit card.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

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Principles of Preserving Wealth

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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5 Smart Investing Principles

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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