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How does the 2017 Fiduciary Rule impact you?

The Department of Labor (DOL) 2017 Fiduciary Rule came into effect June 9, 2017 to expand how investment advice impacts clients. For many Certified Financial Planners™ this rule was already implemented because their mission has always been to serve the financial interests of clients instead of their own investment practices. This new rule brings other…
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Tax breaks grow business in Concord, NC

Tax breaks in Concord, NC are creating jobs for our community. Much credit goes to leadership from our business men and women in the community. But equally important is the partnership businesses have forged with municipal planners who keep the best interests in mind when encouraging business. Sound municipal management provides the security to keep…
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A guide to corporate bonds in North Carolina

In simple terms, a corporate bond is an IOU, with several monikers including notes, bills and debt securities. In the case of corporate bonds, the issuer is the private company that needs the money. In return, the corporation agrees to pay the investor purchasing the bond not only the principal of the debt at some…
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Retirement planning with Brian King

Knowledge and experience are essential when retirement planning. Brian King is one of Concord's only independent financial advisors specializing in retirement planning. He plays a central role in the financial future of local corporations and families who want assistance creating a complete retirement planning strategy. There are no packaged retirement planning solutions at King Financial.…
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