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Category: Financial Planning

Man doing research on his laptop with a cup of coffee on his desk: investment advisor vs. financial advisor : what's the difference?
Financial Planning / Investment Planning

Investment Advisor vs. Financial Advisor: What’s the Difference?

At Good Life Financial Advisors of Mt. Pleasant, one commonly asked question we hear is, “What’s the difference between an investment advisor vs. financial advisor?” Although they may sound like …

Man writing in notebook with money on the table: your guide to one-time ira to hsa rollover transfers
Financial Planning

One-Time IRA to HSA Rollover Transfer: Understanding Your Options

Individual Retirement Accounts (IRAs) are the primary retirement saving vehicle for those without access to 401(k) plans through employers. Traditional IRAs provide an upfront benefit as contributions are tax-deductible; Roth …

Financial Planning / Investment Planning

Investment Trends to Watch In 2022

In 2022, there is still so much uncertainty in financial markets. Record-high inflation, supply chain issues, concerns about rising interest rates, the war in Ukraine, and the fluctuation of COVID-19 …

Financial Planning / IN THE NEWS

Fed Interest Rate Hike: What This Means for You

The Federal Reserve promised months ago to take serious action to try to curb inflation in America. On May 5, they did just that, increasing the benchmark interest rate by …

Financial Planning / IN THE NEWS

Q2 2022 Market Outlook

In March 2022, Good Life Advisors released a comprehensive market outlook for the upcoming quarter. Here is a summary of these findings. Investors were treated to a rough start to …

Financial Planning / Investment Planning

Does After-Hours Stock Trading Affect Prices?

The opening bell has been a symbol of the start of the trading day for generations. Right at 9:30 am EST, the bell rings out across the trading floor to …

Financial Planning

What is a Debt Management Plan?

Debt isn’t always a bad thing. Sometimes taking out a loan is the best way to pay for a large capital asset like a house or car. And if you …

Financial Planning

2022 Tax Filing Deadlines: What You Need to Know

It’s the least wonderful time of the year – tax season! And unlike previous years during the COVID pandemic, there will be no extended deadline this year. Most taxpayers will …

Financial Planning

Understanding Portfolio Diversification

As financial conditions around the world tighten, a good lesson in portfolio diversification is playing out. In 2020, growth stocks ruled the roost, especially those companies that benefited from COVID-influenced …

Financial Planning

How to Invest for Every Stage of Life

One size fits all might work for a t-shirt giveaway at a baseball game, but it’s a poor mindset for retirement saving. Not only does everyone have a different goal …

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Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Good Life Advisors, LLC, a registered investment advisor.  Good Life Financial Advisors of Mt. Pleasant and Good Life Advisors, LLC, are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IN, MD, NC, PA, SC, and VA.

Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Good Life Financial Advisors, Good Life Advisors, LLC or LPL Financial.

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