Latest Articles
Articles exploring real planning questions, practical considerations, and financial decisions people face across different stages of life today and tomorrow.
Charley Corbett Quoted in ThinkAdvisor: With Lifestyle Creep the Rule, Not the Exception
In this recent ThinkAdvisor article, Charley Corbett shares perspective on lifestyle creep and the challenges it can create as income and spending increase. Read the full article to learn how financial advisors can help clients stay focused on their long-term financial goals. READ THE FULL ARTICLE ↗
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Charley Corbett Quoted by Seeking Alpha on the Role of Dividend Income
Charley Corbett was recently quoted in a Seeking Alpha article examining the role of dividend income and why investors may look beyond yield when considering income-producing investments. In the article, Charley discusses how steady dividend income can provide an important source of cash flow during unexpected financial challenges, particularly for...
Year-Round Tax Awareness: Staying Informed Before, During, and After Tax Season
For many people, taxes only come to mind once a year—usually around April. But in reality, every financial decision you make has a tax component. From earning income to investing, gifting, or planning for retirement, taxes are always present. At Local Wealth Advisors, we like to say that taxes touch...
Rethinking Insurance: Addressing Common Misconceptions and Hidden Opportunities
Insurance is one of the most misunderstood parts of a financial plan. Many people see it as something they have to have rather than something that can enhance their long-term financial stability. By rethinking insurance misconceptions, you can uncover how the right coverage plays a vital role in protecting your...
U.S. News & World Report Features Charley Corbett on Retirement Income Planning
Charley Corbett recently shared his perspective with U.S. News & World Report for an article exploring guaranteed income strategies and the different ways retirees may approach creating reliable income throughout retirement. In the article, Charley discusses sources of guaranteed income, including Social Security, pensions, and annuities, and why the timing...
Charley Corbett Featured by WSJ: Retirees Love Dividends, but the Stock Market Surge Is Making Them Think Again
In this recent Wall Street Journal article, Charley Corbett shares his perspective on how retirees can navigate today’s changing market environment and the role dividend strategies continue to play in a well-rounded retirement plan. Read the full article to learn why investors are taking a fresh look at dividend income...
