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Using a financial advisor to create retirement plans

We all have hopes and dreams — dreams that are often dependent on solid retirement plans. And that's where a financial advisor comes in. You may have a good idea of where you want to go in life, and you may have set some financial goals to get there — but as the old saying…
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Charitable Giving in Concord, NC

King Financial Corporation designates a significant portion of its annual revenues to charitable giving. By doing business within the community, King Financial Corporation is able to give back to Concord. We're also keen to help our clients establish a giving plan, whether on the local, national or international level. A Donor Advised Fund may offer…
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Giving is easier with a Donor Advised Fund

A Donor Advised Fund, or DAF, may be a good philanthropic vehicle for investors who want help managing their charitable contributions while receiving immediate tax benefits. It requires that a donor contributes cash or assets to a public charity that sponsors and sets up that Donor Advised Fund. Donors are retained in an advisory role…
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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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