Insights
Perspective for the choices in front of you.
Educational articles on retirement, taxes, Social Security, selling a business and faith-aligned investing, written by our Lake Norman team.
Social Security
Social Security is rising 3.6% in 2027: what it means for you
What the 2027 COLA means for your check, Medicare costs and taxes, plus four moves to consider before year-end.
Retirement
Should you roll over your 401(k) to an advisor-managed account?
When you leave an employer, you generally have four options for your 401(k). Compare them before you decide.
BUSINESS OWNERS
I sold my business. What should I do with the proceeds?
Taxes, timing, and planning considerations for your sale proceeds: an educational tax-time guide.
Choosing an Advisor
Financial advisor vs. robo-advisor: when is a human worth it?
What robo-advisors and personal financial advisors each offer, and questions to ask before you choose.
Faith & Investing
How to invest in line with your faith, and find an advisor who shares it
What Biblically Responsible Investing is, how screening works, and what to ask a Christian financial advisor.
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Where We Serve
Based in Troutman and rooted in the Lake Norman community. Serving clients across the country, in person and virtually.
Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC. Inspire Advisors Lake Norman is a DBA of Inspire Advisors, LLC.
Registration as an investment advisor does not constitute an endorsement by securities regulators, nor does it indicate a particular level of skill or ability. Investing involves risk, including the potential loss of principal. The firm only transacts business in states where it is properly registered or exempt.
Inspire Advisors, LLC does not provide tax or legal advice. Please consult with a qualified tax or legal professional regarding your individual circumstances.
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